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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
PRAX icon
801
Praxis Precision Medicines
PRAX
$9.06B
$269M 0.02%
833,491
-56,398
CNM icon
802
Core & Main
CNM
$8.58B
$269M 0.02%
5,435,680
-9,151,179
INCY icon
803
Incyte
INCY
$23.3B
$268M 0.02%
2,850,328
+186,505
BUD icon
804
AB InBev
BUD
$154B
$268M 0.02%
3,867,240
-338,527
MP icon
805
MP Materials
MP
$9.29B
$268M 0.02%
5,552,307
+2,374,501
BKLN icon
806
Invesco Senior Loan ETF
BKLN
$7.18B
$268M 0.02%
13,124,549
+780,766
VIS icon
807
Vanguard Industrials ETF
VIS
$8.01B
$267M 0.02%
855,771
-102,596
IOT icon
808
Samsara
IOT
$21.4B
$267M 0.02%
8,417,014
-10,651,348
KNG icon
809
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.42B
$266M 0.02%
5,464,054
+96,311
EQR icon
810
Equity Residential
EQR
$25.8B
$265M 0.02%
4,481,129
+210,506
ASTS icon
811
AST SpaceMobile
ASTS
$21.9B
$265M 0.02%
3,193,678
-1,467,873
OMFL icon
812
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.76B
$264M 0.02%
4,398,927
-61,460
BBY icon
813
Best Buy
BBY
$17.5B
$264M 0.02%
4,115,929
+337,635
TDY icon
814
Teledyne Technologies
TDY
$29.4B
$264M 0.02%
435,823
+20,883
MLPA icon
815
Global X MLP ETF
MLPA
$2.17B
$259M 0.02%
4,814,047
+432,003
FCNCA icon
816
First Citizens BancShares
FCNCA
$24.2B
$259M 0.02%
137,440
+14,392
PAAA icon
817
PGIM AAA CLO ETF
PAAA
$10.2B
$258M 0.02%
5,037,335
+676,470
ESGE icon
818
iShares ESG Aware MSCI EM ETF
ESGE
$6.8B
$257M 0.02%
5,651,930
+766,073
DLN icon
819
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$256M 0.02%
2,870,177
+8,925
BAM icon
820
Brookfield Asset Management
BAM
$74.6B
$256M 0.02%
5,761,362
+1,816,879
DVA icon
821
DaVita
DVA
$14.9B
$256M 0.02%
1,666,038
+188,993
NI icon
822
NiSource
NI
$22.5B
$256M 0.02%
5,481,383
+598,469
GPC icon
823
Genuine Parts
GPC
$17.3B
$256M 0.02%
2,417,318
-95,160
PAA icon
824
Plains All American Pipeline
PAA
$16.1B
$255M 0.02%
11,401,038
+1,519,790
FDN icon
825
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.19B
$254M 0.02%
1,085,330
-110,463
31 32
33
34 35