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
BAM icon
926
Brookfield Asset Management
BAM
$73.9B
$207M 0.01%
3,944,483
+379,576
CGCB icon
927
Capital Group Core Bond ETF
CGCB
$4.62B
$206M 0.01%
7,751,877
+902,837
BSCR icon
928
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.68B
$205M 0.01%
10,382,016
+1,023,790
NI icon
929
NiSource
NI
$23.2B
$204M 0.01%
4,882,914
+498,409
AA icon
930
Alcoa
AA
$19.3B
$204M 0.01%
3,835,160
-1,098,832
ESGV icon
931
Vanguard ESG US Stock ETF
ESGV
$11.7B
$203M 0.01%
1,680,712
-3,015
SW
932
Smurfit Westrock
SW
$22.1B
$203M 0.01%
5,247,523
+50,511
DOCU
933
DocuSign
DOCU
$8.86B
$203M 0.01%
2,962,100
-148,194
MCHI icon
934
iShares MSCI China ETF
MCHI
$6.77B
$202M 0.01%
3,366,959
+476,032
EUFN icon
935
iShares MSCI Europe Financials ETF
EUFN
$3.64B
$202M 0.01%
5,452,627
+46,774
FCN icon
936
FTI Consulting
FCN
$5.54B
$202M 0.01%
1,182,867
-177,847
IBP icon
937
Installed Building Products
IBP
$7.7B
$202M 0.01%
778,002
-77,009
QYLD icon
938
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$202M 0.01%
11,403,699
-80,313
VTRS icon
939
Viatris
VTRS
$15.8B
$201M 0.01%
16,179,967
-395,882
ACI icon
940
Albertsons Companies
ACI
$8.98B
$201M 0.01%
11,687,694
+5,873,759
LNT icon
941
Alliant Energy
LNT
$19B
$201M 0.01%
3,084,452
-67,106
AVTR icon
942
Avantor
AVTR
$5.35B
$200M 0.01%
17,468,418
+11,216,565
SPIB icon
943
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$200M 0.01%
5,919,428
+624,256
IYF icon
944
iShares US Financials ETF
IYF
$3.37B
$200M 0.01%
1,551,356
+578
BZ icon
945
Kanzhun
BZ
$6.05B
$200M 0.01%
9,800,740
-232,445
HUBS icon
946
HubSpot
HUBS
$10.8B
$200M 0.01%
497,214
+165,931
EFAV icon
947
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
$199M 0.01%
2,310,102
+190,252
ETY icon
948
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$199M 0.01%
12,987,864
+48,151
OGE icon
949
OGE Energy
OGE
$10.3B
$198M 0.01%
4,628,210
+2,350,574
PSKY
950
Paramount Skydance Corp
PSKY
$12.1B
$197M 0.01%
14,725,740
-103,639
36 37
38
39 40