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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
USO icon
776
United States Oil Fund
USO
$2.09B
$281M 0.02%
2,205,581
+1,866,749
CGMU icon
777
Capital Group Municipal Income ETF
CGMU
$6.33B
$280M 0.02%
10,320,797
+1,329,117
LULU icon
778
lululemon athletica
LULU
$13.5B
$280M 0.02%
1,827,500
-369,658
BBVA icon
779
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$279M 0.02%
12,903,320
+921,659
FLJP icon
780
Franklin FTSE Japan ETF
FLJP
$3.87B
$278M 0.02%
7,695,614
+3,204,852
LEN icon
781
Lennar Class A
LEN
$20.3B
$278M 0.02%
3,205,597
-557,383
NTR icon
782
Nutrien
NTR
$31.4B
$278M 0.02%
3,680,533
+308,130
DPZ icon
783
Domino's
DPZ
$9.96B
$277M 0.02%
771,476
+20,802
SRLN icon
784
State Street Blackstone Senior Loan ETF
SRLN
$5.23B
$277M 0.02%
6,892,082
-4,272,635
RDDT icon
785
Reddit
RDDT
$37.6B
$277M 0.02%
2,053,883
-318,560
IGM icon
786
iShares Expanded Tech Sector ETF
IGM
$10.6B
$276M 0.02%
2,332,770
-58,070
GSY icon
787
Invesco Ultra Short Duration ETF
GSY
$3.71B
$275M 0.02%
5,490,523
+883,996
VDE icon
788
Vanguard Energy ETF
VDE
$9.46B
$275M 0.02%
1,587,679
+109,506
EVR icon
789
Evercore
EVR
$12.9B
$274M 0.02%
917,801
+231,198
CNI icon
790
Canadian National Railway
CNI
$75.5B
$274M 0.02%
2,665,627
+16,535
DBMF icon
791
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.91B
$273M 0.02%
9,051,220
+1,206,120
BMNR
792
BitMine Immersion Technologies
BMNR
$8.53B
$273M 0.02%
13,788,563
+1,591,492
AVB icon
793
AvalonBay Communities
AVB
$27.2B
$272M 0.02%
1,665,936
-312,212
AA icon
794
Alcoa
AA
$12.8B
$272M 0.02%
4,095,810
+260,650
SCHG icon
795
Schwab US Large-Cap Growth ETF
SCHG
$60.5B
$271M 0.02%
9,301,658
+480,921
PFG icon
796
Principal Financial Group
PFG
$24.2B
$271M 0.02%
3,006,287
-73,570
NTRA icon
797
Natera
NTRA
$38.7B
$271M 0.02%
1,354,335
+120,181
TOTL icon
798
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$271M 0.02%
6,814,213
+209,215
HOLX
799
DELISTED
Hologic
HOLX
$270M 0.02%
3,573,011
+1,210,935
GL icon
800
Globe Life
GL
$13.9B
$269M 0.02%
1,931,878
+71,621
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