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
BCH icon
2851
Banco de Chile
BCH
$19.5B
$21.9M ﹤0.01%
576,017
+71,497
GENI icon
2852
Genius Sports
GENI
$1.48B
$21.9M ﹤0.01%
1,984,894
+177,996
SYSB
2853
iShares Systematic Bond ETF
SYSB
$1.05B
$21.9M ﹤0.01%
243,617
+243,616
GGN
2854
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$795M
$21.8M ﹤0.01%
4,231,974
+746,465
IAG icon
2855
IAMGOLD
IAG
$9.92B
$21.8M ﹤0.01%
1,322,664
+77,521
SMOT icon
2856
VanEck Morningstar SMID Moat ETF
SMOT
$332M
$21.8M ﹤0.01%
602,220
-6,664
HTFL
2857
Heartflow Inc
HTFL
$2.59B
$21.7M ﹤0.01%
745,924
-9,217
GEMI
2858
Gemini Space Station
GEMI
$642M
$21.7M ﹤0.01%
2,190,611
+1,552,902
PD icon
2859
PagerDuty
PD
$569M
$21.7M ﹤0.01%
1,656,960
+336,411
WEA
2860
Western Asset Premier Bond Fund
WEA
$125M
$21.7M ﹤0.01%
1,967,120
+27,798
ACHC icon
2861
Acadia Healthcare
ACHC
$2.18B
$21.7M ﹤0.01%
1,528,476
-218,766
ISCV icon
2862
iShares Morningstar Small-Cap Value ETF
ISCV
$659M
$21.7M ﹤0.01%
316,489
+4,423
WTPI
2863
WisdomTree Equity Premium Income Fund
WTPI
$471M
$21.7M ﹤0.01%
656,531
+162,789
JIRE icon
2864
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.8B
$21.6M ﹤0.01%
288,842
-36,529
PZZA icon
2865
Papa John's
PZZA
$1.12B
$21.6M ﹤0.01%
560,509
-88,847
JUST icon
2866
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$567M
$21.5M ﹤0.01%
222,824
+935
GLP icon
2867
Global Partners
GLP
$1.66B
$21.5M ﹤0.01%
513,420
+77,886
ROCK icon
2868
Gibraltar Industries
ROCK
$1.15B
$21.5M ﹤0.01%
434,234
+80,750
STAA icon
2869
STAAR Surgical
STAA
$1.5B
$21.4M ﹤0.01%
928,914
+432,323
GGB icon
2870
Gerdau
GGB
$9.25B
$21.4M ﹤0.01%
5,802,585
-884,513
BMN icon
2871
BlackRock 2037 Municipal Target Term Trust
BMN
$156M
$21.4M ﹤0.01%
817,422
-486
ITUB icon
2872
Itaú Unibanco
ITUB
$87.4B
$21.3M ﹤0.01%
2,980,623
-1,528,485
KYMR icon
2873
Kymera Therapeutics
KYMR
$6.73B
$21.3M ﹤0.01%
274,018
-103,781
CVI icon
2874
CVR Energy
CVI
$3.36B
$21.3M ﹤0.01%
836,615
-230,787
GRPN icon
2875
Groupon
GRPN
$835M
$21.3M ﹤0.01%
1,208,443
+14,977
113 114
115
116 117