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
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.44%
2 Financials 11.15%
3 Consumer Discretionary 8.06%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDNA icon
8026
WisdomTree BioRevolution Fund
WDNA
$2.28M
– –
-1
WFH
8027
DELISTED
Direxion Work From Home ETF
WFH
– –
-382
WNS
8028
DELISTED
WNS Holdings
WNS
– –
-894,932
WOW
8029
DELISTED
WideOpenWest
WOW
– –
-82,695
XHYD
8030
DELISTED
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
– –
-1
XHYF
8031
DELISTED
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
– –
-1
XHYI
8032
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
– –
-1
XOMO icon
8033
YieldMax XOM Option Income Strategy ETF
XOMO
$27.9M
– –
-300
XTWY icon
8034
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
$201M
– –
-1
XYLG icon
8035
Global X S&P 500 Covered Call & Growth ETF
XYLG
$64.8M
– –
-2
YEAR icon
8036
AB Ultra Short Income ETF
YEAR
$1.48B
– –
-1
YXI icon
8037
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$4.51M
– –
-1
ZIMV
8038
DELISTED
ZimVie
ZIMV
– –
-826,452
ZYXI
8039
DELISTED
Zynex
ZYXI
– –
-17,552
NEUE
8040
DELISTED
NeueHealth
NEUE
– –
-3,493
YMAG icon
8041
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$322M
– –
-135
FBLG icon
8042
FibroBiologics
FBLG
$5.47M
– –
-1
TELO icon
8043
Telomir Pharmaceuticals
TELO
$88.7M
– –
-334
SMXT icon
8044
Solarmax Technology
SMXT
$30.1M
– –
-11
GTI
8045
DELISTED
Graphjet Technology
GTI
– –
-16
PCIG icon
8046
Polen Capital International Growth ETF
PCIG
$26.9M
– –
-1,671
XIMR icon
8047
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.8M
– –
-197
MARM icon
8048
FT Vest US Equity Max Buffer ETF March
MARM
$109M
– –
-350
LEGT
8049
Legato Merger Corp III
LEGT
$250M
– –
-14,000
TRAW icon
8050
Traws Pharma
TRAW
$22.6M
– –
-719
320 321
322
323 324