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
WAT icon
776
Waters Corp
WAT
$31.4B
$273M 0.02%
719,171
-18,081
OMFL icon
777
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.36B
$273M 0.02%
4,460,387
-397,779
BTI icon
778
British American Tobacco
BTI
$127B
$272M 0.02%
4,812,348
-452,113
PFG icon
779
Principal Financial Group
PFG
$19.9B
$272M 0.02%
3,079,857
+55,669
HYLS icon
780
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.67B
$271M 0.02%
6,476,051
+488,701
CGUS icon
781
Capital Group Core Equity ETF
CGUS
$9.27B
$270M 0.02%
6,715,499
+592,642
HII icon
782
Huntington Ingalls Industries
HII
$15.5B
$269M 0.02%
792,241
-23,777
BUD icon
783
AB InBev
BUD
$147B
$269M 0.02%
4,205,767
+966,378
EQR icon
784
Equity Residential
EQR
$23.1B
$269M 0.02%
4,270,623
+561,032
FLUT icon
785
Flutter Entertainment
FLUT
$17.9B
$268M 0.02%
1,247,956
-614,439
PKG icon
786
Packaging Corp of America
PKG
$18.4B
$267M 0.02%
1,293,360
-150,131
SBAC icon
787
SBA Communications
SBAC
$23.6B
$267M 0.02%
1,377,798
+23,844
IDA icon
788
Idacorp
IDA
$8.17B
$266M 0.02%
2,103,940
+188,845
LDOS icon
789
Leidos
LDOS
$19.3B
$266M 0.02%
1,474,369
-75,865
TOTL icon
790
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.19B
$266M 0.02%
6,604,998
+913,028
VICI icon
791
VICI Properties
VICI
$30B
$266M 0.02%
9,451,047
+373,713
FCNCA icon
792
First Citizens BancShares
FCNCA
$23.5B
$264M 0.02%
123,048
+29,681
KNG icon
793
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.41B
$264M 0.02%
5,367,743
-468,393
CAG icon
794
Conagra Brands
CAG
$7.26B
$264M 0.02%
15,229,557
+2,376,823
TEVA icon
795
Teva Pharmaceuticals
TEVA
$35.9B
$264M 0.02%
8,444,801
+1,969,783
SPSB icon
796
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$9.9B
$263M 0.02%
8,712,343
+1,017,975
INCY icon
797
Incyte
INCY
$19.1B
$263M 0.02%
2,663,823
+23,087
EIX icon
798
Edison International
EIX
$29.1B
$263M 0.02%
4,382,331
-341,214
GDXJ icon
799
VanEck Junior Gold Miners ETF
GDXJ
$9.79B
$262M 0.02%
2,306,483
+145,362
PRAX icon
800
Praxis Precision Medicines
PRAX
$8.8B
$262M 0.02%
889,889
+246,394
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