ETFs With Morgan Stanley (MS) Exposure

The following ETFs maintain significant exposure to Morgan Stanley (MS); each of the following funds counts MS among its top ten individual holdings. Note that percentages in the table reflect weightings at the beginning of the current month, and are subject to change.

To see a complete breakdown of any of the ETFs included in the table below, including sector, market cap, and country allocations, click on the ticker symbol.

Ticker ETF ETFdb Category Expense Ratio Weighting
KBWC KBW Capital Markets Portfolio Financials Equities 0.35% 8.50%
IAI Dow Jones U.S. Broker-Dealers Index Fund Financials Equities 0.48% 6.42%
GVT Concentrated Large Cap Value Strategy Fund Large Cap Value Equities 0.79% 3.54%


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