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
GSGO
3601
Goldman Sachs Growth Opportunities ETF
GSGO
$165M
$9.78M ﹤0.01%
+243,451
ORIC icon
3602
Oric Pharmaceuticals
ORIC
$1.22B
$9.77M ﹤0.01%
1,194,073
+448,545
SLX icon
3603
VanEck Steel ETF
SLX
$157M
$9.75M ﹤0.01%
114,938
+5,033
PALI icon
3604
Palisade Bio
PALI
$419M
$9.73M ﹤0.01%
4,142,446
+4,133,828
EWN icon
3605
iShares MSCI Netherlands ETF
EWN
$468M
$9.72M ﹤0.01%
170,451
-15,314
GOVZ icon
3606
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$301M
$9.71M ﹤0.01%
1,049,456
+1,049,454
PDM
3607
Piedmont Realty Trust
PDM
$1.01B
$9.7M ﹤0.01%
1,163,645
+29,807
WEAV icon
3608
Weave Communications
WEAV
$430M
$9.7M ﹤0.01%
1,278,072
+568,546
KBA icon
3609
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$191M
$9.68M ﹤0.01%
313,369
-22,898
AOK icon
3610
iShares Core Conservative Allocation ETF
AOK
$753M
$9.68M ﹤0.01%
241,151
+43,671
UHAL icon
3611
U-Haul Holding Co
UHAL
$10.1B
$9.65M ﹤0.01%
191,484
+42,620
EU
3612
enCore Energy
EU
$414M
$9.64M ﹤0.01%
3,887,389
+1,764,248
MBUU icon
3613
Malibu Boats
MBUU
$497M
$9.63M ﹤0.01%
341,342
+43,751
IBEX icon
3614
IBEX
IBEX
$385M
$9.61M ﹤0.01%
251,813
-36,950
IEZ icon
3615
iShares US Oil Equipment & Services ETF
IEZ
$454M
$9.61M ﹤0.01%
460,477
+2,861
ARVN icon
3616
Arvinas
ARVN
$691M
$9.61M ﹤0.01%
810,072
-852,149
FOXF icon
3617
Fox Factory Holding Corp
FOXF
$737M
$9.61M ﹤0.01%
561,416
-89,316
JGH icon
3618
Nuveen Global High Income Fund
JGH
$359M
$9.57M ﹤0.01%
759,247
-17,537
MUJ icon
3619
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$641M
$9.56M ﹤0.01%
803,081
+14,970
KFRC icon
3620
Kforce
KFRC
$564M
$9.51M ﹤0.01%
307,640
+3,031
TFSL icon
3621
TFS Financial
TFSL
$4.22B
$9.51M ﹤0.01%
710,502
+134,683
WPP icon
3622
WPP
WPP
$3.9B
$9.51M ﹤0.01%
423,256
-31,396
SPT icon
3623
Sprout Social
SPT
$347M
$9.5M ﹤0.01%
842,969
-1,321,432
NUTX
3624
Nutex Health
NUTX
$762M
$9.49M ﹤0.01%
57,640
-63,161
HLMN icon
3625
Hillman Solutions
HLMN
$1.76B
$9.49M ﹤0.01%
1,095,678
-85,239
143 144
145
146 147