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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
PNW icon
926
Pinnacle West Capital
PNW
$13.1B
$208M 0.01%
2,060,995
+173,030
WWD icon
927
Woodward
WWD
$24.2B
$207M 0.01%
577,319
+103,125
GFS icon
928
GlobalFoundries
GFS
$37.8B
$206M 0.01%
4,636,692
+2,997,792
DCI icon
929
Donaldson
DCI
$10.3B
$205M 0.01%
2,409,565
-132,601
HYLS icon
930
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$204M 0.01%
5,033,375
-1,442,676
VAL icon
931
Valaris
VAL
$5.37B
$204M 0.01%
2,080,855
+774,976
CCK icon
932
Crown Holdings
CCK
$12.5B
$204M 0.01%
2,032,386
-2,067
ESS icon
933
Essex Property Trust
ESS
$18.9B
$203M 0.01%
840,702
-117,388
EXG icon
934
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3B
$203M 0.01%
23,488,552
-713,722
RL icon
935
Ralph Lauren
RL
$23.5B
$203M 0.01%
590,502
-53,033
LLYVK icon
936
Liberty Live Group Series C
LLYVK
$9.5B
$203M 0.01%
2,155,258
+93,027
KNSL icon
937
Kinsale Capital Group
KNSL
$7.85B
$202M 0.01%
592,432
-43,994
NBSD
938
Neuberger Short Duration Income ETF
NBSD
$1.15B
$202M 0.01%
3,991,298
+1,525,516
BSCR icon
939
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$202M 0.01%
10,310,732
-71,284
DOC icon
940
Healthpeak Properties
DOC
$14.9B
$202M 0.01%
12,309,359
+58,015
REGL icon
941
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.75B
$201M 0.01%
2,325,942
+76,739
PAPI icon
942
Parametric Equity Premium Income ETF
PAPI
$410M
$201M 0.01%
7,344,102
+956,414
FNV icon
943
Franco-Nevada
FNV
$39.6B
$201M 0.01%
811,850
-94,921
TW icon
944
Tradeweb Markets
TW
$20.8B
$200M 0.01%
1,703,878
-9,540
NSIT icon
945
Insight Enterprises
NSIT
$3.62B
$200M 0.01%
2,988,361
+306,441
BWXT icon
946
BWX Technologies
BWXT
$17B
$200M 0.01%
977,834
-14,553
BLD
947
DELISTED
TopBuild
BLD
$200M 0.01%
568,816
+105,976
XPO icon
948
XPO
XPO
$24.4B
$200M 0.01%
1,026,370
-167,410
CPAY icon
949
Corpay
CPAY
$23.1B
$200M 0.01%
686,011
+92,309
TTD icon
950
Trade Desk
TTD
$9.18B
$199M 0.01%
8,767,560
+1,469,207
36 37
38
39 40