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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKAM icon
7926
MKAM ETF
MKAM
$13.1M
$30 ﹤0.01%
1
TYD icon
7927
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$33.6M
$30 ﹤0.01%
1
-1
LFGY
7928
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
LFGY
$96.7M
$30 ﹤0.01%
+1
ACCS
7929
ACCESS Newswire
ACCS
$27.7M
$30 ﹤0.01%
3
+1
NBRG
7930
Newbridge Acquisition Ltd
NBRG
$75.2M
$30 ﹤0.01%
+3
AZTD icon
7931
Aztlan Global Stock Selection DM SMID ETF
AZTD
$37.2M
$29 ﹤0.01%
1
BPAY icon
7932
BlackRock Future Financial and Technology ETF
BPAY
$9.62M
$29 ﹤0.01%
1
MYY icon
7933
ProShares Short MidCap400
MYY
$2.96M
$29 ﹤0.01%
1
-2
PILL icon
7934
Direxion Daily Pharmaceutical & Medical Bull 3X ETF
PILL
$22.2M
$29 ﹤0.01%
2
TBX icon
7935
ProShares Short 7-10 Year Treasury
TBX
$16.4M
$29 ﹤0.01%
+1
TYA icon
7936
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$64.9M
$29 ﹤0.01%
2
AGZD icon
7937
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$116M
$28 ﹤0.01%
1
FMNY icon
7938
First Trust New York Municipal High Income ETF
FMNY
$38.9M
$28 ﹤0.01%
1
IGTR icon
7939
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
$58.3M
$28 ﹤0.01%
1
QVOY
7940
Q3 All-Season Active Rotation ETF
QVOY
$58.3M
$28 ﹤0.01%
1
SNPD icon
7941
Xtrackers S&P ESG Dividend Aristocrats ETF
SNPD
$2.7M
$28 ﹤0.01%
1
VNAM icon
7942
Global X MSCI Vietnam ETF
VNAM
$36.6M
$28 ﹤0.01%
1
XAIR icon
7943
Beyond Air
XAIR
$6.16M
$28 ﹤0.01%
40
-10
YBTC icon
7944
Roundhill Bitcoin Covered Call Strategy ETF
YBTC
$130M
$28 ﹤0.01%
+1
ZHDG icon
7945
Zega Buy & Hedge ETF
ZHDG
$35.5M
$28 ﹤0.01%
1
BULD icon
7946
Pacer BlueStar Engineering the Future ETF
BULD
$9.95M
$27 ﹤0.01%
1
PQDI
7947
Principal Spectrum Preferred and Income ETF
PQDI
$69.7M
$27 ﹤0.01%
1
SBND icon
7948
Columbia Short Duration Bond ETF
SBND
$221M
$27 ﹤0.01%
1
SPSK icon
7949
SP Funds Dow Jones Global Sukuk ETF
SPSK
$641M
$27 ﹤0.01%
1
EEMO icon
7950
Invesco S&P Emerging Markets Momentum ETF
EEMO
$23.8M
$26 ﹤0.01%
1
316 317
318
319 320