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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
HFBL icon
7976
Home Federal Bancorp
HFBL
$22 ﹤0.01%
1
IRVH icon
7977
Global X Interest Rate Volatility & Inflation Hedge ETF
IRVH
$1.35M
$22 ﹤0.01%
+1
QQQY icon
7978
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
QQQY
$189M
$22 ﹤0.01%
+1
RFCI icon
7979
ALPS Dynamic Core Income ETF
RFCI
$15.6M
$22 ﹤0.01%
1
XDAT icon
7980
Franklin Exponential Data ETF
XDAT
$3.86M
$22 ﹤0.01%
+1
METU
7981
Direxion Daily META Bull 2X ETF
METU
$586M
$22 ﹤0.01%
+1
GENVR
7982
Gen Digital Inc Contingent Value Rights
GENVR
$22 ﹤0.01%
45
-117
BIS icon
7983
ProShares UltraShort NASDAQ Biotechnology
BIS
$2.08M
$21 ﹤0.01%
1
BWEN icon
7984
Broadwind
BWEN
$104M
$21 ﹤0.01%
10
KELYB
7985
Kelly Services Class B
KELYB
$793M
$21 ﹤0.01%
1
-23
SDD icon
7986
ProShares UltraShort SmallCap600
SDD
$1.28M
$21 ﹤0.01%
1
TYO icon
7987
Direxion Daily 7-10 Year Treasury Bear 3X ETF
TYO
$12.1M
$21 ﹤0.01%
1
WDNA icon
7988
WisdomTree BioRevolution Fund
WDNA
$2.76M
$21 ﹤0.01%
+1
QUSA
7989
VistaShares Target 15 USA Quality Income ETF
QUSA
$19.3M
$21 ﹤0.01%
+1
FTFT icon
7990
Future FinTech Group
FTFT
$2.82M
$20 ﹤0.01%
16
IPOS icon
7991
Renaissance International IPO ETF
IPOS
$12.4M
$20 ﹤0.01%
1
KTEC icon
7992
KraneShares Hang Seng TECH Index ETF
KTEC
$53.7M
$20 ﹤0.01%
1
-1
RAND icon
7993
Rand Capital
RAND
$30.6M
$20 ﹤0.01%
1
SDP icon
7994
ProShares UltraShort Utilities
SDP
$3.98M
$20 ﹤0.01%
1
SMN icon
7995
ProShares UltraShort Materials
SMN
$4.19M
$20 ﹤0.01%
1
ABXB
7996
Abacus Flexible Bond Leaders ETF
ABXB
$1.92M
$19 ﹤0.01%
1
BLOX
7997
Nicholas Crypto Income ETF
BLOX
$303M
$19 ﹤0.01%
+1
JOJO icon
7998
ATAC Credit Rotation ETF
JOJO
$5.73M
$18 ﹤0.01%
1
MSN icon
7999
Emerson Radio
MSN
$7.66M
$18 ﹤0.01%
49
SHPH icon
8000
Shuttle Pharmaceuticals
SHPH
$1.92M
$18 ﹤0.01%
3
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320
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