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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
+$1.09B
3
+$907M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M
5
ABT icon
Abbott
ABT
+$748M

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
BBIN icon
976
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.53B
$192M 0.01%
2,628,766
-946,031
HLN icon
977
Haleon
HLN
$43B
$192M 0.01%
19,166,253
-2,329,130
PTC icon
978
PTC
PTC
$14.4B
$191M 0.01%
1,337,974
+118,485
STRL icon
979
Sterling Infrastructure
STRL
$20.9B
$191M 0.01%
467,749
-170,817
BKGI icon
980
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.14B
$190M 0.01%
4,275,407
+2,623,976
WY icon
981
Weyerhaeuser
WY
$16.9B
$190M 0.01%
7,793,220
-26,127
RPV icon
982
Invesco S&P 500 Pure Value ETF
RPV
$1.56B
$190M 0.01%
1,772,031
+176,077
ALAB icon
983
Astera Labs
ALAB
$70.8B
$190M 0.01%
1,732,348
-202,119
ABVX
984
Abivax
ABVX
$12.2B
$190M 0.01%
1,704,958
-1,447,036
VOX icon
985
Vanguard Communication Services ETF
VOX
$5.81B
$190M 0.01%
1,054,757
-18,143
EUFN icon
986
iShares MSCI Europe Financials ETF
EUFN
$3.8B
$189M 0.01%
5,437,244
-15,383
MTZ icon
987
MasTec
MTZ
$29.5B
$189M 0.01%
586,743
+96,832
ESGV icon
988
Vanguard ESG US Stock ETF
ESGV
$13.3B
$189M 0.01%
1,680,325
-387
FIVE icon
989
Five Below
FIVE
$10.5B
$188M 0.01%
822,143
+159,110
WES icon
990
Western Midstream Partners
WES
$18.4B
$187M 0.01%
4,550,365
-896,110
GLPI icon
991
Gaming and Leisure Properties
GLPI
$12.2B
$187M 0.01%
4,218,655
+266,006
IFF icon
992
International Flavors & Fragrances
IFF
$19.8B
$187M 0.01%
2,577,728
-48,732
CGBL icon
993
Capital Group Core Balanced ETF
CGBL
$6.94B
$187M 0.01%
5,432,051
+1,369,656
SLF icon
994
Sun Life Financial
SLF
$44.3B
$187M 0.01%
2,986,394
-966,252
CALF icon
995
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.54B
$187M 0.01%
4,163,623
-630,962
LVHI icon
996
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.1B
$186M 0.01%
4,592,088
+607,038
CGXU icon
997
Capital Group International Focus Equity ETF
CGXU
$6.36B
$186M 0.01%
6,307,307
+1,603,117
BSCS icon
998
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.52B
$186M 0.01%
9,091,543
+461,693
BUFR icon
999
FT Vest Fund of Buffer ETFs
BUFR
$10B
$185M 0.01%
5,487,830
+2,032,173
MUNI icon
1000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$185M 0.01%
3,541,061
+558,697
38 39
40
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