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
LEN.B icon
3126
Lennar Class B
LEN.B
$22.2B
$16.1M ﹤0.01%
169,623
+629
BRSL
3127
Brightstar Lottery PLC
BRSL
$2.43B
$16.1M ﹤0.01%
1,042,034
+199,831
SVXY icon
3128
ProShares Short VIX Short-Term Futures ETF
SVXY
$205M
$16.1M ﹤0.01%
291,194
-9,995
DLX icon
3129
Deluxe
DLX
$1.4B
$16.1M ﹤0.01%
719,456
-44,667
INTR icon
3130
Inter&Co
INTR
$3.72B
$16.1M ﹤0.01%
1,894,333
+852,487
REVG
3131
DELISTED
REV Group
REVG
$16M ﹤0.01%
263,585
-154,618
IFN
3132
Aberdeen India Fund, Inc.
IFN
$526M
$16M ﹤0.01%
1,168,770
-170,568
FRO icon
3133
Frontline
FRO
$8.27B
$16M ﹤0.01%
733,784
-1,088,417
HYZD icon
3134
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$226M
$16M ﹤0.01%
710,290
-11,923
DBA icon
3135
Invesco DB Agriculture Fund
DBA
$970M
$16M ﹤0.01%
626,077
-41,336
AIV
3136
Aimco
AIV
$610M
$16M ﹤0.01%
2,687,760
-10,773
ICHR icon
3137
Ichor Holdings
ICHR
$2.28B
$15.9M ﹤0.01%
865,368
+53,138
BSAC icon
3138
Banco Santander Chile
BSAC
$17B
$15.9M ﹤0.01%
511,923
-79,514
JTEK icon
3139
JPMorgan US Tech Leaders ETF
JTEK
$3.59B
$15.9M ﹤0.01%
176,768
+79,059
SLVP icon
3140
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.11B
$15.9M ﹤0.01%
463,875
+36,550
MLKN icon
3141
MillerKnoll
MLKN
$1.18B
$15.9M ﹤0.01%
869,470
-133,387
AMPH icon
3142
Amphastar Pharmaceuticals
AMPH
$1.02B
$15.8M ﹤0.01%
591,631
+16,952
DRVN icon
3143
Driven Brands
DRVN
$2.17B
$15.8M ﹤0.01%
1,066,484
+20,032
BRZE icon
3144
Braze
BRZE
$2.57B
$15.8M ﹤0.01%
460,885
-548,661
BKLC icon
3145
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.87B
$15.8M ﹤0.01%
120,450
+20,532
SRVR icon
3146
Pacer Data & Infrastructure Real Estate ETF
SRVR
$395M
$15.7M ﹤0.01%
549,822
-84,108
GSAT icon
3147
Globalstar
GSAT
$10.3B
$15.7M ﹤0.01%
257,882
+85,381
BBD icon
3148
Banco Bradesco
BBD
$44.5B
$15.7M ﹤0.01%
4,725,754
-109,108
PCN
3149
PIMCO Corporate & Income Strategy Fund
PCN
$888M
$15.7M ﹤0.01%
1,233,029
+133,549
CVMC icon
3150
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$83.3M
$15.7M ﹤0.01%
244,927
-86,327
124 125
126
127 128