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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
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPEN icon
551
Opendoor
OPEN
$5.11B
$481M 0.03%
102,774,968
+51,188,766
TRU icon
552
TransUnion
TRU
$14.7B
$479M 0.03%
6,929,853
-1,046,812
AMG icon
553
Affiliated Managers Group
AMG
$9.64B
$479M 0.03%
1,732,512
+26,791
GBIL icon
554
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.69B
$479M 0.03%
4,782,522
-99,833
TIP icon
555
iShares TIPS Bond ETF
TIP
$14.5B
$477M 0.03%
4,319,551
+51,702
CRCL
556
Circle Internet Group
CRCL
$15.7B
$475M 0.03%
4,981,737
+3,521,007
IRM icon
557
Iron Mountain
IRM
$35.5B
$475M 0.03%
4,652,247
+1,053,274
MFG icon
558
Mizuho Financial
MFG
$126B
$475M 0.03%
59,783,815
+699,315
GEHC icon
559
GE HealthCare
GEHC
$29.4B
$473M 0.03%
6,641,123
-246,520
HDV
560
iShares Core High Dividend ETF
HDV
$13.8B
$472M 0.03%
17,405,980
+505,020
BP icon
561
BP
BP
$99.3B
$472M 0.03%
10,049,509
+862,398
IGSB icon
562
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$470M 0.03%
8,946,936
+350,669
IBB icon
563
iShares Biotechnology ETF
IBB
$9.3B
$468M 0.03%
2,773,467
-430,659
EXPE icon
564
Expedia Group
EXPE
$32.1B
$464M 0.03%
2,011,405
-150,788
USHY icon
565
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.3B
$463M 0.03%
12,575,624
-715,446
TPR icon
566
Tapestry
TPR
$28.3B
$463M 0.03%
3,279,635
-47,577
AEM icon
567
Agnico Eagle Mines
AEM
$74.5B
$462M 0.03%
2,277,643
-774,422
IJT icon
568
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.2B
$462M 0.03%
3,190,418
+94,309
VMC icon
569
Vulcan Materials
VMC
$37.5B
$460M 0.03%
1,691,029
-36,203
MSSM
570
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$744M
$460M 0.03%
8,911,093
-650,949
CGCP icon
571
Capital Group Core Plus Income ETF
CGCP
$8.28B
$458M 0.03%
20,494,863
+2,108,216
TPL icon
572
Texas Pacific Land
TPL
$27B
$458M 0.03%
964,476
+236,555
RIO icon
573
Rio Tinto
RIO
$146B
$456M 0.03%
4,889,374
-815,543
HUBB icon
574
Hubbell
HUBB
$25.6B
$456M 0.03%
928,504
+242,457
PFF icon
575
iShares Preferred and Income Securities ETF
PFF
$13.2B
$455M 0.03%
15,022,935
-787,793
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