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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
ERNA icon
8176
Eterna Therapeutics
ERNA
$6.92M
– –
-1
ESGG icon
8177
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
– –
-1
EURL icon
8178
Direxion Daily FTSE Europe Bull 3x ETF
EURL
$52.6M
– –
-1
EXAS
8179
DELISTED
Exact Sciences
EXAS
– –
-3,250,329
EZBC icon
8180
Franklin Bitcoin ETF
EZBC
$374M
– –
-300
FAT
8181
DELISTED
FAT Brands
FAT
– –
-445
FATBB
8182
DELISTED
FAT Brands
FATBB
– –
-1
FCSH icon
8183
Federated Hermes Short Duration Corporate ETF
FCSH
$65M
– –
-1
FLQS icon
8184
Franklin US Small Cap Multifactor Index ETF
FLQS
$51.4M
– –
-1
FLRT icon
8185
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$635M
– –
-1
FOCT icon
8186
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
– –
-174
FRGE
8187
DELISTED
Forge Global Holdings
FRGE
– –
-114,411
FRTY icon
8188
Alger Mid Cap 40 ETF
FRTY
$147M
– –
-1
FSFG
8189
DELISTED
First Savings Financial Group
FSFG
– –
-18,437
FYBR
8190
DELISTED
Frontier Communications
FYBR
– –
-3,230,076
GBIO
8191
DELISTED
Generation Bio
GBIO
– –
-161,378
GES
8192
DELISTED
Guess Inc
GES
– –
-432,757
GGRW icon
8193
Gabelli Growth Innovators ETF
GGRW
$7.55M
– –
-500
GHTA icon
8194
Goose Hollow Tactical Allocation ETF
GHTA
$41.1M
– –
-1
GIFI
8195
DELISTED
Gulf Island Fabrication
GIFI
– –
-50,739
GNOV icon
8196
FT Vest US Equity Moderate Buffer ETF November
GNOV
$296M
– –
-1,286
GRP.U
8197
DELISTED
Granite Real Estate Investment Trust
GRP.U
– –
-92,679
GURE
8198
Gulf Resources
GURE
$5.3M
– –
-60
GVUS icon
8199
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
GVUS
$423M
– –
-173,384
HAUS icon
8200
Residential REIT ETF
HAUS
$8.62M
– –
-1
326 327
328
329 330