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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
WCT
8376
Wellchange Holdings
WCT
$3.05M
– –
-3
EDGI
8377
3EDGE Dynamic International Equity ETF
EDGI
$86.5M
– –
-19
EDGH
8378
3EDGE Dynamic Hard Assets ETF
EDGH
$158M
– –
-101
DWTX
8379
Dogwood Therapeutics
DWTX
$46.7M
– –
-477
JCTC
8380
Jewett-Cameron Trading
JCTC
$9.22M
– –
-20
SKYQ
8381
Sky Quarry Inc
SKYQ
$15.5M
– –
-19
BTCI
8382
NEOS Bitcoin High Income ETF
BTCI
$1.09B
– –
-5
TOPT
8383
iShares Top 20 U.S. Stocks ETF
TOPT
$660M
– –
-1,096
BKDV
8384
BNY Mellon Dynamic Value ETF
BKDV
$1.66B
– –
-64
FHDG
8385
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$67.2M
– –
-58
MTVA
8386
MetaVia Inc
MTVA
$8.88M
– –
-1,860
SOXY
8387
YieldMax Target 12 Semiconductor Option Income ETF
SOXY
$75.4M
– –
-1
QBIG
8388
Invesco Top QQQ ETF
QBIG
$3.35M
– –
-1,736
DECM
8389
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$48.1M
– –
-41
JXG
8390
JX Luxventure
JXG
$131M
– –
-745
DMAX
8391
iShares Large Cap Max Buffer Dec ETF
DMAX
$137M
– –
-57,558
TSEL
8392
Touchstone Sands Capital US Select Growth ETF
TSEL
$82M
– –
-550
GMHS
8393
Gamehaus Holdings
GMHS
$53.3M
– –
-2,482
TWNP
8394
DELISTED
Twin Hospitality Group
TWNP
– –
-261
ROBN
8395
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$154M
– –
-2,850
CJMB
8396
Callan JMB Inc
CJMB
$4.16M
– –
-12
ORCX
8397
Defiance Daily Target 2X Long ORCL ETF
ORCX
$226M
– –
-242
TCPB
8398
Thrivent Core Plus Bond ETF
TCPB
$459M
– –
-643
TUSB
8399
Thrivent Ultra Short Bond ETF
TUSB
$222M
– –
-322
RAA
8400
SMI 3Fourteen REAL Asset Allocation ETF
RAA
$590M
– –
-1,687
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336
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