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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
XLRE icon
751
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.27B
$298M 0.02%
7,294,695
+817,339
CINF icon
752
Cincinnati Financial
CINF
$27.7B
$296M 0.02%
1,881,500
-25,178
BNDX icon
753
Vanguard Total International Bond ETF
BNDX
$81.7B
$296M 0.02%
6,158,588
+1,104,610
ARCC icon
754
Ares Capital
ARCC
$13.5B
$295M 0.02%
16,354,360
-1,204,221
TRI icon
755
Thomson Reuters
TRI
$39.1B
$294M 0.02%
3,212,054
+453,009
MORN icon
756
Morningstar
MORN
$6.28B
$293M 0.02%
1,730,549
-275,776
ROL icon
757
Rollins
ROL
$21.4B
$292M 0.02%
5,466,561
+1,819,200
VTIP icon
758
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.6B
$291M 0.02%
5,826,114
+927,097
XME icon
759
State Street SPDR S&P Metals & Mining ETF
XME
$4.16B
$290M 0.02%
2,688,694
+223,176
XMMO icon
760
Invesco S&P MidCap Momentum ETF
XMMO
$7.54B
$290M 0.02%
1,998,519
+153,068
TEAM icon
761
Atlassian
TEAM
$22.5B
$289M 0.02%
4,233,422
-588,585
KWEB icon
762
KraneShares CSI China Internet ETF
KWEB
$5.24B
$288M 0.02%
10,140,273
+2,685,340
IQLT icon
763
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
$287M 0.02%
6,203,662
+439,265
BNS icon
764
Scotiabank
BNS
$107B
$286M 0.02%
4,128,216
-982,234
SCI icon
765
Service Corp International
SCI
$10.7B
$286M 0.02%
3,464,763
+184,510
NGG icon
766
National Grid
NGG
$82.2B
$284M 0.02%
3,362,071
+1,162,552
SNA icon
767
Snap-on
SNA
$20.8B
$284M 0.02%
782,789
-36,679
JMTG
768
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.68B
$284M 0.02%
5,564,383
-956,933
SAIA icon
769
Saia
SAIA
$11.2B
$284M 0.02%
807,731
+36,033
MPLX icon
770
MPLX
MPLX
$57.8B
$283M 0.02%
4,964,199
-798,911
HAS icon
771
Hasbro
HAS
$11.2B
$283M 0.02%
3,024,755
+1,020,570
CW icon
772
Curtiss-Wright
CW
$27.9B
$282M 0.02%
414,673
+27,010
CLX icon
773
Clorox
CLX
$11.7B
$281M 0.02%
2,716,044
+422,893
HEI icon
774
HEICO Corp
HEI
$49B
$281M 0.02%
1,024,012
-34,381
KEY icon
775
KeyCorp
KEY
$25.1B
$281M 0.02%
14,000,430
-730,386
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