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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.57%
 

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
+25.57%
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
STIP icon
1001
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$185M 0.01%
1,785,559
+193,563
STM icon
1002
STMicroelectronics
STM
$63.8B
$185M 0.01%
5,345,195
-810,966
HIMS icon
1003
Hims & Hers Health
HIMS
$7.96B
$185M 0.01%
8,889,088
+4,959,856
TFLO icon
1004
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
$184M 0.01%
3,638,870
+7,187
IAGG icon
1005
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$184M 0.01%
3,679,041
+478,434
ALLE icon
1006
Allegion
ALLE
$11.7B
$184M 0.01%
1,265,984
+56,308
HFXI icon
1007
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.9B
$184M 0.01%
5,477,258
+1,050,662
QYLD icon
1008
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.37B
$184M 0.01%
10,716,023
-687,676
VOD icon
1009
Vodafone
VOD
$33.9B
$184M 0.01%
12,221,133
+3,733,528
ZBH icon
1010
Zimmer Biomet
ZBH
$17.7B
$184M 0.01%
2,029,815
+191,719
SUNB
1011
Sunbelt Rentals Holdings
SUNB
$30.7B
$183M 0.01%
+2,812,539
WMS icon
1012
Advanced Drainage Systems
WMS
$11.5B
$183M 0.01%
1,333,340
-376,786
FELE icon
1013
Franklin Electric
FELE
$4.58B
$183M 0.01%
1,982,973
+192,768
MGM icon
1014
MGM Resorts International
MGM
$12B
$183M 0.01%
4,934,811
-222,495
WH icon
1015
Wyndham Hotels & Resorts
WH
$5.88B
$182M 0.01%
2,241,635
-630,831
QQEW icon
1016
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.81B
$182M 0.01%
1,431,246
-81,501
JEMA icon
1017
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.69B
$181M 0.01%
3,484,660
+90,268
IYF icon
1018
iShares US Financials ETF
IYF
$4.07B
$181M 0.01%
1,540,548
-10,808
ILF icon
1019
iShares Latin America 40 ETF
ILF
$3.78B
$181M 0.01%
5,087,953
+765,985
FERG icon
1020
Ferguson
FERG
$44.1B
$180M 0.01%
773,132
-57,648
ETY icon
1021
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
$180M 0.01%
13,043,773
+55,909
ZS icon
1022
Zscaler
ZS
$22.5B
$180M 0.01%
1,281,864
-275,776
EXEL icon
1023
Exelixis
EXEL
$14.2B
$179M 0.01%
4,178,236
-28,420
NEAR icon
1024
iShares Short Maturity Bond ETF
NEAR
$4.76B
$179M 0.01%
3,516,395
+247,672
BSCU icon
1025
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.61B
$179M 0.01%
10,688,308
+1,089,332
39 40
41
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