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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
EVMT icon
7951
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$704K
$26 ﹤0.01%
1
FTEK icon
7952
Fuel Tech
FTEK
$52.7M
$26 ﹤0.01%
21
IWMY icon
7953
Defiance R2000 Weekly Distribution ETF
IWMY
$97.1M
$26 ﹤0.01%
+1
SCC icon
7954
ProShares UltraShort Consumer Discretionary
SCC
$6.79M
$26 ﹤0.01%
1
VYNE icon
7955
VYNE Therapeutics
VYNE
$22.4M
$26 ﹤0.01%
43
APMU icon
7956
ActivePassive Intermediate Municipal Bond ETF
APMU
$234M
$25 ﹤0.01%
1
APRJ icon
7957
Innovator Premium Income 30 Barrier ETF April
APRJ
$32.2M
$25 ﹤0.01%
1
DOGG icon
7958
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$76.8M
$25 ﹤0.01%
1
DYLG icon
7959
Global X Dow 30 Covered Call & Growth ETF
DYLG
$6.18M
$25 ﹤0.01%
1
ERY icon
7960
Direxion Daily Energy Bear 2X ETF
ERY
$43.9M
$25 ﹤0.01%
2
+1
SPDN icon
7961
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$210M
$25 ﹤0.01%
2
+1
ORKT
7962
Orangekloud Technology Inc
ORKT
$6.13M
$25 ﹤0.01%
24
RULE icon
7963
Adaptive Core ETF
RULE
$16M
$24 ﹤0.01%
1
SEIX icon
7964
Virtus SEIX Senior Loan ETF
SEIX
$251M
$24 ﹤0.01%
1
SIJ icon
7965
ProShares UltraShort Industrials
SIJ
$5.75M
$24 ﹤0.01%
1
WBIG icon
7966
WBI BullBear Yield 3000 ETF
WBIG
$27.5M
$24 ﹤0.01%
1
XTLB
7967
XTL Biopharmaceuticals
XTLB
$7.1M
$24 ﹤0.01%
10
-425
XXII
7968
22nd Century Group
XXII
$1.49M
$24 ﹤0.01%
+1
TSPY
7969
TappAlpha S&P 500 Growth & Daily Income ETF
TSPY
$317M
$24 ﹤0.01%
+1
GXDW
7970
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$7.2M
$24 ﹤0.01%
1
DUG icon
7971
ProShares UltraShort Energy
DUG
$23.1M
$23 ﹤0.01%
1
EVNT icon
7972
AltShares Event-Driven ETF
EVNT
$12.5M
$23 ﹤0.01%
1
SBB icon
7973
ProShares Short SmallCap600
SBB
$3.41M
$23 ﹤0.01%
1
ADIV icon
7974
Guinness Atkinson Asia Pacific Dividend Builder ETF
ADIV
$55.4M
$22 ﹤0.01%
+1
AMAX icon
7975
Adaptive Hedged Multi-Asset Income ETF
AMAX
$66.5M
$22 ﹤0.01%
2
+1