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
EPAC icon
2826
Enerpac Tool Group
EPAC
$1.75B
$22.4M ﹤0.01%
586,840
+4,609
TFPM icon
2827
Triple Flag Precious Metals
TFPM
$6.33B
$22.4M ﹤0.01%
674,292
-196,819
NBR icon
2828
Nabors Industries
NBR
$1.41B
$22.4M ﹤0.01%
412,241
-136,018
QCLN icon
2829
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$864M
$22.4M ﹤0.01%
501,345
-58,749
FIGS icon
2830
FIGS
FIGS
$2.11B
$22.4M ﹤0.01%
1,967,903
+413,245
SAM icon
2831
Boston Beer
SAM
$1.9B
$22.3M ﹤0.01%
114,300
-119,467
KSPI icon
2832
Kaspi.kz JSC
KSPI
$17.6B
$22.3M ﹤0.01%
285,138
+92,229
MXL icon
2833
MaxLinear
MXL
$8.67B
$22.3M ﹤0.01%
1,277,270
+551,243
NBTB icon
2834
NBT Bancorp
NBTB
$2.38B
$22.3M ﹤0.01%
535,913
+77,742
ANIP icon
2835
ANI Pharmaceuticals
ANIP
$1.87B
$22.2M ﹤0.01%
281,427
+49,401
CLMT icon
2836
Calumet Specialty Products
CLMT
$3B
$22.2M ﹤0.01%
1,117,977
+329,750
MYGN icon
2837
Myriad Genetics
MYGN
$398M
$22.2M ﹤0.01%
3,607,789
-9,136
TV icon
2838
Televisa
TV
$1.5B
$22.2M ﹤0.01%
7,623,020
+3,401,587
AMPX icon
2839
Amprius Technologies
AMPX
$2.84B
$22.2M ﹤0.01%
2,809,821
+66,116
DGRS icon
2840
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$381M
$22.2M ﹤0.01%
446,507
+23,978
FMDE icon
2841
Fidelity Enhanced Mid Cap Core ETF
FMDE
$6.89B
$22.1M ﹤0.01%
608,154
+405,259
LC icon
2842
LendingClub
LC
$1.94B
$22.1M ﹤0.01%
1,165,614
+480,991
MBLY icon
2843
Mobileye
MBLY
$8.56B
$22M ﹤0.01%
2,111,592
-793,766
WGO icon
2844
Winnebago Industries
WGO
$840M
$22M ﹤0.01%
542,449
+131,433
SDRL icon
2845
Seadrill
SDRL
$3B
$22M ﹤0.01%
634,428
+163,137
IDHQ icon
2846
Invesco S&P International Developed Quality ETF
IDHQ
$805M
$21.9M ﹤0.01%
624,378
-9,582
IMTX icon
2847
Immatics
IMTX
$1.58B
$21.9M ﹤0.01%
2,089,796
-115,525
ISHG icon
2848
iShares 1-3 Year International Treasury Bond ETF
ISHG
$906M
$21.9M ﹤0.01%
291,547
-60,906
GSHD icon
2849
Goosehead Insurance
GSHD
$868M
$21.9M ﹤0.01%
297,416
-26,889
PGF icon
2850
Invesco Financial Preferred ETF
PGF
$702M
$21.9M ﹤0.01%
1,548,101
-115,759
112 113
114
115 116