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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
DD icon
651
DuPont de Nemours
DD
$18.2B
$373M 0.02%
2,716,544
+37,296
CCL icon
652
Carnival Corporation Ltd
CCL
$36.7B
$372M 0.02%
14,361,676
-1,087,382
DBEF icon
653
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.09B
$372M 0.02%
7,522,806
-115,235
EIX icon
654
Edison International
EIX
$28.9B
$370M 0.02%
5,050,330
+667,999
LOGI icon
655
Logitech
LOGI
$14.6B
$369M 0.02%
4,049,216
+1,859,146
KVUE icon
656
Kenvue
KVUE
$37.4B
$368M 0.02%
21,373,366
+4,144,404
BBUS icon
657
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.62B
$368M 0.02%
3,136,224
+274,743
CMS icon
658
CMS Energy
CMS
$23.3B
$366M 0.02%
4,713,999
+101,017
Q
659
Qnity Electronics Inc
Q
$30.1B
$366M 0.02%
3,168,681
-36,814
WST icon
660
West Pharmaceutical
WST
$25B
$366M 0.02%
1,458,282
-73,576
AVUV icon
661
Avantis US Small Cap Value ETF
AVUV
$28.9B
$365M 0.02%
3,300,915
+315,859
EXE
662
Expand Energy Corp
EXE
$20.9B
$364M 0.02%
3,315,573
+132,396
WAT icon
663
Waters Corp
WAT
$37B
$364M 0.02%
1,221,914
+502,743
VOOG icon
664
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
$363M 0.02%
5,342,400
+250,506
FLUT icon
665
Flutter Entertainment
FLUT
$19.2B
$363M 0.02%
3,557,338
+2,309,382
CDW icon
666
CDW
CDW
$18.4B
$363M 0.02%
2,996,646
+983,989
PDBC icon
667
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.51B
$362M 0.02%
20,883,049
+1,806,052
IYR icon
668
iShares US Real Estate ETF
IYR
$4.5B
$361M 0.02%
3,818,731
+1,131,297
PPA icon
669
Invesco Aerospace & Defense ETF
PPA
$8.21B
$359M 0.02%
2,168,271
+25,063
MFC icon
670
Manulife Financial
MFC
$68.6B
$359M 0.02%
10,429,680
+254,486
XLB icon
671
State Street Materials Select Sector SPDR ETF
XLB
$8.13B
$357M 0.02%
7,150,812
-348,202
CHRW icon
672
C.H. Robinson
CHRW
$22.8B
$357M 0.02%
2,147,783
-106,656
SPLV icon
673
Invesco S&P 500 Low Volatility ETF
SPLV
$7.14B
$356M 0.02%
4,871,322
+320,676
WDAY icon
674
Workday
WDAY
$34.3B
$356M 0.02%
2,738,178
-442,646
XLG icon
675
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$355M 0.02%
6,506,378
-471,231
25 26
27
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