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
BBAI icon
2926
BigBear.ai
BBAI
$1.83B
$20.1M ﹤0.01%
3,718,024
+956,901
XHE icon
2927
State Street SPDR S&P Health Care Equipment ETF
XHE
$140M
$20.1M ﹤0.01%
227,403
+123,248
COHU icon
2928
Cohu
COHU
$1.95B
$20M ﹤0.01%
860,196
+164,837
INOD icon
2929
Innodata
INOD
$1.53B
$20M ﹤0.01%
392,800
-721,993
DFAC icon
2930
Dimensional US Core Equity 2 ETF
DFAC
$44.4B
$20M ﹤0.01%
505,370
-28,533
PFBC icon
2931
Preferred Bank
PFBC
$1.16B
$20M ﹤0.01%
211,840
-28,064
FUTY icon
2932
Fidelity MSCI Utilities Index ETF
FUTY
$2.47B
$20M ﹤0.01%
361,941
+14,221
IBOC icon
2933
International Bancshares
IBOC
$4.5B
$20M ﹤0.01%
300,642
+50,688
NDMO icon
2934
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$616M
$20M ﹤0.01%
1,981,391
+245,072
MFIC icon
2935
MidCap Financial Investment
MFIC
$1.1B
$19.9M ﹤0.01%
1,743,681
-173,153
JMIA
2936
Jumia Technologies
JMIA
$1.01B
$19.9M ﹤0.01%
1,595,217
+671,270
KIDS icon
2937
OrthoPediatrics
KIDS
$423M
$19.8M ﹤0.01%
1,116,141
+4,693
FTF
2938
Franklin Limited Duration Income Trust
FTF
$242M
$19.8M ﹤0.01%
3,218,111
+213,003
VYX icon
2939
NCR Voyix
VYX
$954M
$19.8M ﹤0.01%
1,938,547
+314,277
PROK icon
2940
ProKidney
PROK
$309M
$19.8M ﹤0.01%
8,817,001
+2,069,979
HYGV icon
2941
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.13B
$19.7M ﹤0.01%
484,214
+28,277
ATAI icon
2942
AtaiBeckley Inc
ATAI
$1.47B
$19.7M ﹤0.01%
4,820,973
+5,410
PWP icon
2943
Perella Weinberg Partners
PWP
$1.52B
$19.7M ﹤0.01%
1,137,265
+668,799
CWEN.A icon
2944
Clearway Energy Class A
CWEN.A
$4.73B
$19.7M ﹤0.01%
625,958
+35,442
AIN icon
2945
Albany International
AIN
$1.65B
$19.6M ﹤0.01%
387,380
-394,456
VNM icon
2946
VanEck Vietnam ETF
VNM
$563M
$19.6M ﹤0.01%
1,027,395
+755,701
WBTN
2947
WEBTOON Entertainment Inc
WBTN
$1.63B
$19.6M ﹤0.01%
1,504,375
-224,954
MOO icon
2948
VanEck Agribusiness ETF
MOO
$1.21B
$19.6M ﹤0.01%
269,164
-22,222
KOD icon
2949
Kodiak Sciences
KOD
$2.78B
$19.6M ﹤0.01%
699,772
+52,185
HQL
2950
abrdn Life Sciences Investors
HQL
$548M
$19.5M ﹤0.01%
1,164,826
+294,168
116 117
118
119 120