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
MDY icon
426
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.1B
$673M 0.04%
1,115,655
-664,749
ENB icon
427
Enbridge
ENB
$120B
$673M 0.04%
14,067,947
+1,687,858
EBAY icon
428
eBay
EBAY
$42.4B
$673M 0.04%
7,723,032
-652,484
MSI icon
429
Motorola Solutions
MSI
$72.4B
$672M 0.04%
1,754,052
+34,715
B
430
Barrick Mining
B
$72.8B
$669M 0.04%
15,356,247
+2,169,000
IBIT icon
431
iShares Bitcoin Trust
IBIT
$57.1B
$667M 0.04%
13,440,659
+2,374,482
EA icon
432
Electronic Arts
EA
$50.7B
$665M 0.04%
3,253,027
-747,482
MOAT icon
433
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$664M 0.04%
6,414,541
-201,027
FTNT icon
434
Fortinet
FTNT
$57.7B
$660M 0.04%
8,312,273
-2,446,221
ULTA icon
435
Ulta Beauty
ULTA
$22.6B
$660M 0.04%
1,090,625
-166,740
FSLR icon
436
First Solar
FSLR
$22B
$659M 0.04%
2,521,347
-53,548
SAN icon
437
Banco Santander
SAN
$176B
$658M 0.04%
56,109,418
+1,719,432
SHV icon
438
iShares 0-1 Year Treasury Bond ETF
SHV
$21.2B
$658M 0.04%
5,973,525
-572
DLR icon
439
Digital Realty Trust
DLR
$64.6B
$658M 0.04%
4,251,287
+130,398
XLP icon
440
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.4B
$657M 0.04%
8,453,265
-1,505,723
CFG icon
441
Citizens Financial Group
CFG
$27.4B
$655M 0.04%
11,217,975
+298,779
BDX icon
442
Becton Dickinson
BDX
$43.7B
$655M 0.04%
3,374,640
-92,101
NVO icon
443
Novo Nordisk
NVO
$167B
$653M 0.04%
12,842,089
+428,660
MLPX icon
444
Global X MLP & Energy Infrastructure ETF
MLPX
$3.26B
$651M 0.04%
10,749,125
+848,899
CVNA icon
445
Carvana
CVNA
$47.8B
$644M 0.04%
1,526,517
+200,063
SPSM icon
446
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.5B
$644M 0.04%
13,747,260
+8,375,030
ITA icon
447
iShares US Aerospace & Defense ETF
ITA
$14.1B
$643M 0.04%
2,993,497
+171,385
MDLN
448
Medline Inc
MDLN
$37.1B
$637M 0.04%
+15,162,060
TTWO icon
449
Take-Two Interactive
TTWO
$36.3B
$634M 0.04%
2,478,143
+79,428
KR icon
450
Kroger
KR
$41.7B
$633M 0.04%
10,130,194
-1,029,075
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