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
FSBW icon
5076
FS Bancorp
FSBW
$312M
$967K ﹤0.01%
23,492
+2,183
TALK icon
5077
Talkspace
TALK
$867M
$967K ﹤0.01%
266,382
+46,399
MFM
5078
MFS Municipal Income Trust
MFM
$223M
$965K ﹤0.01%
177,680
+3,440
TRVG
5079
trivago
TRVG
$198M
$964K ﹤0.01%
332,365
-36,450
ALLO icon
5080
Allogene Therapeutics
ALLO
$769M
$963K ﹤0.01%
703,138
-596,028
DIHP icon
5081
Dimensional International High Profitability ETF
DIHP
$5.72B
$961K ﹤0.01%
30,337
+739
SPIR icon
5082
Spire Global
SPIR
$722M
$959K ﹤0.01%
127,869
-54,890
EBMT icon
5083
Eagle Bancorp Montana
EBMT
$174M
$958K ﹤0.01%
48,143
+5,475
CINT icon
5084
CI&T Inc
CINT
$608M
$956K ﹤0.01%
234,768
+144,526
FDIQ
5085
Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF
FDIQ
$51.9M
$955K ﹤0.01%
15,447
+18
BOOM icon
5086
DMC Global
BOOM
$110M
$953K ﹤0.01%
142,521
-157,046
BSVN icon
5087
Bank7 Corp
BSVN
$414M
$949K ﹤0.01%
23,165
+809
RMAX icon
5088
RE/MAX Holdings
RMAX
$134M
$948K ﹤0.01%
124,884
-26,254
TSBK icon
5089
Timberland Bancorp
TSBK
$317M
$947K ﹤0.01%
26,463
+3,593
MYFW icon
5090
First Western Financial
MYFW
$254M
$947K ﹤0.01%
35,310
-1,010
NMI icon
5091
Nuveen Municipal Income
NMI
$124M
$946K ﹤0.01%
95,276
-4,808
CRD.A icon
5092
Crawford & Co Class A
CRD.A
$530M
$944K ﹤0.01%
83,937
+8,475
SSTI icon
5093
SoundThinking
SSTI
$88M
$942K ﹤0.01%
117,304
+54,257
SURE icon
5094
AdvisorShares Insider Advantage ETF
SURE
$51.6M
$938K ﹤0.01%
7,358
-100
GETY icon
5095
Getty Images
GETY
$396M
$938K ﹤0.01%
699,670
+496,242
ATMP icon
5096
iPath Select MLP ETN
ATMP
$580M
$937K ﹤0.01%
32,570
TARA icon
5097
Protara Therapeutics
TARA
$288M
$935K ﹤0.01%
175,329
+66,785
CXDO icon
5098
Crexendo
CXDO
$210M
$930K ﹤0.01%
143,784
+3,570
BDRY icon
5099
Breakwave Dry Bulk Shipping ETF
BDRY
$48.8M
$929K ﹤0.01%
105,898
-31,838
OVLY icon
5100
Oak Valley Bancorp
OVLY
$291M
$925K ﹤0.01%
30,772
+2,369
202 203
204
205 206