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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
VMEO
8276
DELISTED
Vimeo
VMEO
– –
-1,539,529
VRNA
8277
DELISTED
Verona Pharma
VRNA
– –
-1,575,904
VRNT
8278
DELISTED
Verint Systems
VRNT
– –
-1,259,933
VTLE
8279
DELISTED
Vital Energy
VTLE
– –
-673,074
VIVO
8280
VivoPower PLC
VIVO
$142M
– –
-1,491
WDNA icon
8281
WisdomTree BioRevolution Fund
WDNA
$2.76M
– –
-1
WFH
8282
DELISTED
Direxion Work From Home ETF
WFH
– –
-382
WNS
8283
DELISTED
WNS Holdings
WNS
– –
-894,932
WOW
8284
DELISTED
WideOpenWest
WOW
– –
-82,695
XHYD
8285
DELISTED
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
– –
-1
XHYF
8286
DELISTED
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
– –
-1
XHYI
8287
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
– –
-1
XOMO icon
8288
YieldMax XOM Option Income Strategy ETF
XOMO
$29.4M
– –
-300
XTWY icon
8289
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
$257M
– –
-1
XYLG icon
8290
Global X S&P 500 Covered Call & Growth ETF
XYLG
$66.2M
– –
-2
YEAR icon
8291
AB Ultra Short Income ETF
YEAR
$1.45B
– –
-1
YXI icon
8292
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$4.74M
– –
-1
ZIMV
8293
DELISTED
ZimVie
ZIMV
– –
-826,452
ZYXI
8294
DELISTED
Zynex
ZYXI
– –
-17,552
NEUE
8295
DELISTED
NeueHealth
NEUE
– –
-3,493
YMAG icon
8296
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$297M
– –
-135
FBLG icon
8297
FibroBiologics
FBLG
$4.43M
– –
-1
TELO icon
8298
Telomir Pharmaceuticals
TELO
$85.3M
– –
-334
SMXT icon
8299
Solarmax Technology
SMXT
$20.4M
– –
-11
GTI
8300
DELISTED
Graphjet Technology
GTI
– –
-16
330 331
332
333 334