Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELQD
8126
DELISTED
iShares ESG Advanced Investment Grade Corporate Bond ETF
ELQD
– –
-1
EMTL icon
8127
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$105M
– –
-1
EQLS
8128
DELISTED
Simplify Market Neutral Equity Long/Short ETF
EQLS
– –
-125
ESMV icon
8129
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.26M
– –
-1
FBL icon
8130
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$370M
– –
-7,400
FBY icon
8131
YieldMax META Option Income Strategy ETF
FBY
$145M
– –
-1,200
FCA icon
8132
First Trust China AlphaDEX Fund
FCA
$66.3M
– –
-1
FGB
8133
DELISTED
First Trust Specialty Finance and Financial Opportunities Fund
FGB
– –
-666,795
FHYS icon
8134
Federated Hermes Short Duration High Yield ETF
FHYS
$51.4M
– –
-1
SYSB
8135
iShares Systematic Bond ETF
SYSB
$703M
– –
-1
FIG
8136
DELISTED
Simplify Macro Strategy ETF
FIG
– –
-1
FISR icon
8137
State Street Fixed Income Sector Rotation ETF
FISR
$361M
– –
-945
FLIC
8138
DELISTED
First of Long Island Corp
FLIC
– –
-188,150
FLMX icon
8139
Franklin FTSE Mexico ETF
FLMX
$69.5M
– –
-2
FOXO
8140
DELISTED
FOXO TECHNOLOGIES INC A
FOXO
– –
-10
FSI icon
8141
Flexible Solutions
FSI
$85.3M
– –
-4,699
FXED icon
8142
Sound Enhanced Fixed Income ETF
FXED
$41.8M
– –
-1
GAA icon
8143
Cambria Global Asset Allocation ETF
GAA
$62.9M
– –
-1
GAN
8144
DELISTED
GAN Ltd
GAN
– –
-15,170
GDE icon
8145
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$562M
– –
-1
GGR icon
8146
Gogoro
GGR
$45.5M
– –
-154
GGROW
8147
Gogoro Inc Warrant
GGROW
$301K
– –
-1,432
GSFP
8148
DELISTED
Goldman Sachs Future Planet Equity ETF
GSFP
– –
-2,174
GSIG icon
8149
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.53M
– –
-1
GSPY icon
8150
Gotham Enhanced 500 ETF
GSPY
$653M
– –
-690
324 325
326
327 328