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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
$1.67T
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
CMND icon
8051
Clearmind Medicine
CMND
$3.08M
– –
-6
CNSP icon
8052
CNS Pharmaceuticals
CNSP
$7.77M
– –
-28
CONY icon
8053
YieldMax COIN Option Income Strategy ETF
CONY
$322M
– –
-4
COOP
8054
DELISTED
Mr. Cooper
COOP
– –
-1,480,850
CRAK icon
8055
VanEck Oil Refiners ETF
CRAK
$159M
– –
-1
CREX icon
8056
Creative Realities
CREX
$50.8M
– –
-34,200
CTM icon
8057
Castellum
CTM
$63.5M
– –
-73,714
CURE icon
8058
Direxion Daily Healthcare Bull 3X ETF
CURE
$174M
– –
-1
CWEB icon
8059
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$221M
– –
-270
DEFI icon
8060
Hashdex Commodities Trust
DEFI
$8.69M
– –
-1
DFGP icon
8061
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.64B
– –
-76
DFND
8062
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
– –
-1
DGCB icon
8063
Dimensional Global Credit ETF
DGCB
$1.07B
– –
-229
DIVY icon
8064
Sound Equity Dividend Income ETF
DIVY
$28.8M
– –
-1
DRIO icon
8065
DarioHealth
DRIO
$51.2M
– –
-61
DUSL icon
8066
Direxion Daily Industrials Bull 3X ETF
DUSL
$59.4M
– –
-1
DWSH icon
8067
AdvisorShares Dorsey Wright Short ETF
DWSH
$10.6M
– –
-1
DYLD icon
8068
LeaderShares Dynamic Yield ETF
DYLD
$40.3M
– –
-1
EAOK icon
8069
iShares ESG Aware Conservative Allocation ETF
EAOK
$8.45M
– –
-1
EAOR icon
8070
iShares ESG Aware Growth Allocation ETF
EAOR
$32.9M
– –
-1
EDC icon
8071
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$171M
– –
-589
EDZ icon
8072
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$15.1M
– –
-70
EEV icon
8073
ProShares Trust UltraShort MSCI Emerging Markets
EEV
$2.69M
– –
-1
EGUS icon
8074
iShares ESG Aware MSCI USA Growth ETF
EGUS
$28.3M
– –
-1,297
ELP
8075
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-1,102,280
321 322
323
324 325