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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
KEX icon
676
Kirby Corp
KEX
$7.69B
$355M 0.02%
2,670,163
-114,211
NTRS icon
677
Northern Trust
NTRS
$34B
$353M 0.02%
2,527,789
-2,315
SPMO icon
678
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$351M 0.02%
3,127,907
+445,030
DRI icon
679
Darden Restaurants
DRI
$23.4B
$350M 0.02%
1,787,425
+4,012
HPQ icon
680
HP
HPQ
$22.1B
$350M 0.02%
18,195,194
+4,334,579
TROW icon
681
T. Rowe Price
TROW
$25.4B
$350M 0.02%
3,877,430
+434,108
KGC icon
682
Kinross Gold
KGC
$28.8B
$348M 0.02%
11,405,228
-307,356
SPSM icon
683
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.6B
$348M 0.02%
7,192,298
-6,554,962
BOND icon
684
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.24B
$347M 0.02%
3,762,269
+381,599
POOL icon
685
Pool Corp
POOL
$7.67B
$346M 0.02%
1,709,308
+337,536
RKLB icon
686
Rocket Lab Corp
RKLB
$50.6B
$346M 0.02%
5,383,549
+1,187,421
DXJ icon
687
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$344M 0.02%
2,167,947
-133,760
PHM icon
688
Pultegroup
PHM
$23.8B
$343M 0.02%
2,917,809
+201,150
ING icon
689
ING
ING
$92.6B
$343M 0.02%
13,158,313
+409,201
AES icon
690
AES
AES
$10.5B
$342M 0.02%
24,294,029
-4,730,796
EMXC icon
691
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
$342M 0.02%
4,343,507
+420,394
TERN
692
DELISTED
Terns Pharmaceuticals
TERN
$340M 0.02%
6,449,140
-1,496,468
DTE icon
693
DTE Energy
DTE
$31.3B
$339M 0.02%
2,316,507
-151,618
IEI icon
694
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$339M 0.02%
2,855,064
+70,808
FV icon
695
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
$338M 0.02%
5,593,064
-82,185
BJ icon
696
BJs Wholesale Club
BJ
$11.2B
$338M 0.02%
3,432,309
+355,752
SOFI icon
697
SoFi Technologies
SOFI
$24.1B
$338M 0.02%
21,258,767
+7,935,401
IWY icon
698
iShares Russell Top 200 Growth ETF
IWY
$16.9B
$337M 0.02%
1,354,526
+32,280
HII icon
699
Huntington Ingalls Industries
HII
$11.3B
$337M 0.02%
887,122
+94,881
FNDF icon
700
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$337M 0.02%
6,879,535
-1,771,171
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28
29 30