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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
HCMT icon
8201
Direxion HCM Tactical Enhanced US ETF
HCMT
$614M
– –
-2,828
HELX icon
8202
Franklin Genomic Advancements ETF
HELX
$28.8M
– –
-1
HI
8203
DELISTED
Hillenbrand
HI
– –
-804,946
HIBL icon
8204
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$94.2M
– –
-1
HIBS icon
8205
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
$19M
– –
0
HISF icon
8206
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$97.3M
– –
-1
HOLO icon
8207
MicroCloud Hologram
HOLO
$35.7M
– –
-2,197
HOUS
8208
DELISTED
Anywhere Real Estate
HOUS
– –
-642,816
HSMV icon
8209
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
$34.4M
– –
-1
HUDI icon
8210
Huadi International Group
HUDI
$12.3M
– –
-3,076
HYXF icon
8211
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$205M
– –
-1
GTOQ
8212
Invesco High Yield Systematic Bond ETF
GTOQ
$185M
– –
-1
ILIT icon
8213
iShares Lithium Miners and Producers ETF
ILIT
$16.4M
– –
-1,293
IMCC
8214
IM Cannabis
IMCC
$1.45M
– –
-100
IMOM icon
8215
Alpha Architect International Quantitative Momentum ETF
IMOM
$155M
– –
-1
IMTE icon
8216
Integrated Media Technology
IMTE
$1.68M
– –
-18
INAB icon
8217
IN8bio
INAB
$13.4M
– –
-34
INLX icon
8218
Intellinetics
INLX
$27M
– –
-2,000
INMU icon
8219
BlackRock Intermediate Muni Income Bond ETF
INMU
$526M
– –
-1
IQSM icon
8220
IQ Candriam US Mid Cap Equity ETF
IQSM
$334M
– –
-100
IROQ
8221
DELISTED
IF Bancorp
IROQ
– –
-1,774
IVDA icon
8222
Iveda Solutions
IVDA
$3.35M
– –
-1,200
IVRA
8223
DELISTED
Invesco Real Assets ESG ETF
IVRA
– –
-1
IWLG icon
8224
IQ Winslow Large Cap Growth ETF
IWLG
$323M
– –
-499
JAMF
8225
DELISTED
Jamf
JAMF
– –
-778,039
327 328
329
330 331