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
BRSL
3126
Brightstar Lottery PLC
BRSL
$2.07B
$16.1M ﹤0.01%
1,042,034
+199,831
SVXY icon
3127
ProShares Short VIX Short-Term Futures ETF
SVXY
$248M
$16.1M ﹤0.01%
291,194
-9,995
DLX icon
3128
Deluxe
DLX
$1.11B
$16.1M ﹤0.01%
719,456
-44,667
INTR icon
3129
Inter&Co
INTR
$2.8B
$16.1M ﹤0.01%
1,894,333
+852,487
REVG
3130
DELISTED
REV Group
REVG
$16M ﹤0.01%
263,585
-154,618
IFN
3131
Aberdeen India Fund
IFN
$479M
$16M ﹤0.01%
1,168,770
-170,568
FRO icon
3132
Frontline
FRO
$7.69B
$16M ﹤0.01%
733,784
-1,088,417
HYZD icon
3133
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$234M
$16M ﹤0.01%
710,290
-11,923
DBA icon
3134
Invesco DB Agriculture Fund
DBA
$1.23B
$16M ﹤0.01%
626,077
-41,336
AIV
3135
Aimco
AIV
$609M
$16M ﹤0.01%
2,687,760
-10,773
ICHR icon
3136
Ichor Holdings
ICHR
$2.45B
$15.9M ﹤0.01%
865,368
+53,138
BSAC icon
3137
Banco Santander Chile
BSAC
$15B
$15.9M ﹤0.01%
511,923
-79,514
JTEK icon
3138
JPMorgan US Tech Leaders ETF
JTEK
$4.2B
$15.9M ﹤0.01%
176,768
+79,059
SLVP icon
3139
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$975M
$15.9M ﹤0.01%
463,875
+36,550
MLKN icon
3140
MillerKnoll
MLKN
$1.13B
$15.9M ﹤0.01%
869,470
-133,387
AMPH icon
3141
Amphastar Pharmaceuticals
AMPH
$851M
$15.8M ﹤0.01%
591,631
+16,952
DRVN icon
3142
Driven Brands
DRVN
$2.34B
$15.8M ﹤0.01%
1,066,484
+20,032
BRZE icon
3143
Braze
BRZE
$2.61B
$15.8M ﹤0.01%
460,885
-548,661
BKLC icon
3144
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.32B
$15.8M ﹤0.01%
120,450
+20,532
SRVR icon
3145
Pacer Data & Infrastructure Real Estate ETF
SRVR
$409M
$15.7M ﹤0.01%
549,822
-84,108
GSAT icon
3146
Globalstar
GSAT
$10.9B
$15.7M ﹤0.01%
257,882
+85,381
BBD icon
3147
Banco Bradesco
BBD
$37.2B
$15.7M ﹤0.01%
4,725,754
-109,108
PCN
3148
PIMCO Corporate & Income Strategy Fund
PCN
$870M
$15.7M ﹤0.01%
1,233,029
+133,549
CVMC icon
3149
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$102M
$15.7M ﹤0.01%
244,927
-86,327
EVTC icon
3150
Evertec
EVTC
$1.5B
$15.7M ﹤0.01%
539,746
+52,793
124 125
126
127 128