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
AU icon
1026
AngloGold Ashanti
AU
$54.8B
$174M 0.01%
2,038,986
+433,654
SMIG icon
1027
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.28B
$174M 0.01%
6,033,636
-137,067
SHLD icon
1028
Global X Defense Tech ETF
SHLD
$8.37B
$173M 0.01%
2,673,833
+334,218
FTA icon
1029
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.28B
$173M 0.01%
2,009,411
-42,640
ODD icon
1030
ODDITY Tech
ODD
$783M
$173M 0.01%
4,305,565
+525,481
NBIX icon
1031
Neurocrine Biosciences
NBIX
$13.2B
$172M 0.01%
1,209,378
-617,559
BWXT icon
1032
BWX Technologies
BWXT
$21.1B
$172M 0.01%
992,387
+82,468
LLYVK icon
1033
Liberty Live Group Series C
LLYVK
$9.27B
$171M 0.01%
2,062,231
+20,587
FPF
1034
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$171M 0.01%
9,196,102
+522,557
FELE icon
1035
Franklin Electric
FELE
$4.44B
$171M 0.01%
1,790,205
+8,356
ASX icon
1036
ASE Group
ASX
$53.7B
$171M 0.01%
10,607,588
+1,330,580
WTM icon
1037
White Mountains Insurance
WTM
$5.72B
$171M 0.01%
82,151
-56,711
LYFT icon
1038
Lyft
LYFT
$5.26B
$170M 0.01%
8,797,523
+3,204,595
NGG icon
1039
National Grid
NGG
$89.8B
$170M 0.01%
2,199,519
-1,316
DBEU icon
1040
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$704M
$169M 0.01%
3,524,913
+720,494
XAR icon
1041
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.08B
$168M 0.01%
698,073
-2,727
DEO icon
1042
Diageo
DEO
$43.7B
$168M 0.01%
1,947,245
+476,979
DVA icon
1043
DaVita
DVA
$10.1B
$168M 0.01%
1,477,045
+71,156
GLBE icon
1044
Global E Online
GLBE
$5.11B
$168M 0.01%
4,267,715
-3,397,722
PNW icon
1045
Pinnacle West Capital
PNW
$12.6B
$167M 0.01%
1,887,965
-47,896
SFM icon
1046
Sprouts Farmers Market
SFM
$7.19B
$167M 0.01%
2,098,249
+708,529
TARS icon
1047
Tarsus Pharmaceuticals
TARS
$3.08B
$167M 0.01%
2,040,742
+128,340
THC icon
1048
Tenet Healthcare
THC
$17.6B
$167M 0.01%
840,693
+45,801
CZR icon
1049
Caesars Entertainment
CZR
$5.38B
$167M 0.01%
7,141,899
+3,910,430
NEAR icon
1050
iShares Short Maturity Bond ETF
NEAR
$4.22B
$167M 0.01%
3,268,723
-127,955
40 41
42
43 44