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
OPT
8126
DELISTED
Opthea Limited American Depositary Shares
OPT
– –
-765
GVH icon
8127
Globavend
GVH
$5.79M
– –
-735
HAWX icon
8128
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$328M
– –
-1
HBI
8129
DELISTED
Hanesbrands
HBI
– –
-3,104,104
HFND icon
8130
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
$35M
– –
-309
HIDE icon
8131
Alpha Architect High Inflation and Deflation ETF
HIDE
$97M
– –
-1
HKD
8132
AMTD Digital
HKD
$515M
– –
-1,372
HKND
8133
DELISTED
Humankind US Stock ETF
HKND
– –
-1,204
HONE
8134
DELISTED
HarborOne Bancorp
HONE
– –
-174,079
HSII
8135
DELISTED
Heidrick & Struggles
HSII
– –
-213,848
HSPO
8136
DELISTED
Horizon Space Acquisition I Corp
HSPO
– –
-15
HUBC icon
8137
Hub Cyber Security
HUBC
$2.37M
– –
-85
HVT.A icon
8138
Haverty Furniture Companies Class A
HVT.A
– –
-1
HYRM icon
8139
Xtrackers Risk Managed USD High Yield Strategy ETF
HYRM
$48.8M
– –
-1
IAS
8140
DELISTED
Integral Ad Science
IAS
– –
-491,740
IBDQ
8141
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-3,212,382
IBHE
8142
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-793,424
IBMN
8143
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-266,500
IBOT icon
8144
VanEck Robotics ETF
IBOT
$62M
– –
-1,042
IBTF
8145
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-3,637,216
ILDR icon
8146
First Trust Innovation Leaders ETF
ILDR
$221M
– –
-82
INFA
8147
DELISTED
Informatica
INFA
– –
-2,967,701
INTL icon
8148
Main International ETF
INTL
$214M
– –
-1
IPG
8149
DELISTED
Interpublic Group of Companies
IPG
– –
-5,706,326
IPSC icon
8150
Century Therapeutics
IPSC
$408M
– –
-118
324 325
326
327 328