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
CHWY icon
826
Chewy
CHWY
$10.5B
$253M 0.02%
7,660,258
+1,937,014
BBY icon
827
Best Buy
BBY
$13B
$253M 0.02%
3,778,294
+605,911
PDBC icon
828
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.36B
$253M 0.02%
19,076,997
+784,292
UNM icon
829
Unum
UNM
$12.6B
$253M 0.02%
3,259,970
-129,277
IYR icon
830
iShares US Real Estate ETF
IYR
$4.26B
$252M 0.02%
2,687,434
-481,837
AMCR icon
831
Amcor
AMCR
$19B
$252M 0.02%
6,047,585
+1,391,366
DLN icon
832
WisdomTree US LargeCap Dividend Fund
DLN
$5.78B
$252M 0.02%
2,861,252
-4,527
SAIA icon
833
Saia
SAIA
$10.7B
$252M 0.02%
771,698
-115,016
KTOS icon
834
Kratos Defense & Security Solutions
KTOS
$13.2B
$251M 0.02%
3,311,095
+124,607
AER icon
835
AerCap
AER
$23.7B
$251M 0.02%
1,745,881
-156,967
ESS icon
836
Essex Property Trust
ESS
$16.1B
$251M 0.02%
958,090
+228,165
KNSL icon
837
Kinsale Capital Group
KNSL
$8.06B
$249M 0.01%
636,426
-84,213
WMS icon
838
Advanced Drainage Systems
WMS
$11.5B
$248M 0.01%
1,710,126
-290,887
XMHQ icon
839
Invesco S&P MidCap Quality ETF
XMHQ
$5.15B
$247M 0.01%
2,413,021
+252,612
SLF icon
840
Sun Life Financial
SLF
$36.2B
$247M 0.01%
3,952,646
+1,834,772
CGMU icon
841
Capital Group Municipal Income ETF
CGMU
$5.66B
$246M 0.01%
8,991,680
+2,484,296
AIQ icon
842
Global X Artificial Intelligence & Technology ETF
AIQ
$7.72B
$245M 0.01%
4,818,444
+505,720
BNDX icon
843
Vanguard Total International Bond ETF
BNDX
$77.6B
$244M 0.01%
5,053,978
+787,992
MMYT icon
844
MakeMyTrip
MMYT
$3.88B
$244M 0.01%
2,970,342
-448,239
SJM icon
845
J.M. Smucker
SJM
$9.7B
$243M 0.01%
2,486,596
+357,253
SSD icon
846
Simpson Manufacturing
SSD
$7.26B
$243M 0.01%
1,505,388
-26,038
VTIP icon
847
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$242M 0.01%
4,899,017
+631,102
RIVN icon
848
Rivian
RIVN
$19.1B
$241M 0.01%
12,222,479
+3,903,835
IEUR icon
849
iShares Core MSCI Europe ETF
IEUR
$8.81B
$241M 0.01%
3,392,971
-105,241
PWV icon
850
Invesco Large Cap Value ETF
PWV
$1.39B
$241M 0.01%
3,617,029
-9,305
32 33
34
35 36