Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GFF icon
2526
Griffon
GFF
$4.09B
$31.4M ﹤0.01%
426,591
+87,716
TFII icon
2527
TFI International
TFII
$10.8B
$31.4M ﹤0.01%
303,800
-266,119
MNRO icon
2528
Monro
MNRO
$536M
$31.4M ﹤0.01%
1,566,559
-147,895
CXW icon
2529
CoreCivic
CXW
$2.02B
$31.4M ﹤0.01%
1,642,663
-311,572
IRDM icon
2530
Iridium Communications
IRDM
$4.42B
$31.2M ﹤0.01%
1,795,202
-43,028
LXP icon
2531
LXP Industrial Trust
LXP
$3.05B
$31.2M ﹤0.01%
629,099
+50,058
PXH icon
2532
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$31.2M ﹤0.01%
1,208,404
+149,537
SFNC icon
2533
Simmons First National
SFNC
$3.12B
$31.2M ﹤0.01%
1,653,394
+27,078
COCO icon
2534
Vita Coco
COCO
$2.76B
$31M ﹤0.01%
585,439
+23,264
FBK icon
2535
FB Financial Corp
FBK
$2.78B
$31M ﹤0.01%
555,090
+126,706
RNST icon
2536
Renasant Corp
RNST
$3.76B
$30.9M ﹤0.01%
877,230
+166,246
IBHI icon
2537
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$390M
$30.9M ﹤0.01%
1,306,212
+60,056
PCRX icon
2538
Pacira BioSciences
PCRX
$1B
$30.9M ﹤0.01%
1,192,594
+49,832
HYBL icon
2539
State Street Blackstone High Income ETF
HYBL
$554M
$30.9M ﹤0.01%
1,085,063
+480,821
FRSH icon
2540
Freshworks
FRSH
$2.38B
$30.8M ﹤0.01%
2,516,355
+1,166,814
AAP icon
2541
Advance Auto Parts
AAP
$3.47B
$30.8M ﹤0.01%
783,539
-75,487
VCTR icon
2542
Victory Capital Holdings
VCTR
$4.63B
$30.8M ﹤0.01%
487,929
-182,586
EZM icon
2543
WisdomTree US MidCap Fund
EZM
$891M
$30.7M ﹤0.01%
459,278
-3,401
ABM icon
2544
ABM Industries
ABM
$2.36B
$30.7M ﹤0.01%
724,716
-38,684
SITE icon
2545
SiteOne Landscape Supply
SITE
$6.4B
$30.6M ﹤0.01%
245,944
+15,130
DSL
2546
DoubleLine Income Solutions Fund
DSL
$1.27B
$30.6M ﹤0.01%
2,718,268
-393,810
HRMY icon
2547
Harmony Biosciences
HRMY
$1.74B
$30.6M ﹤0.01%
817,507
-30,388
ACAD icon
2548
Acadia Pharmaceuticals
ACAD
$3.78B
$30.5M ﹤0.01%
1,141,974
-46,432
DOCN icon
2549
DigitalOcean
DOCN
$8.9B
$30.4M ﹤0.01%
632,588
-324,429
AZTA icon
2550
Azenta
AZTA
$1.15B
$30.4M ﹤0.01%
913,182
-28,178
100 101
102
103 104