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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
SPIB icon
1026
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.4B
$178M 0.01%
5,312,528
-606,900
CGSD icon
1027
Capital Group Short Duration Income ETF
CGSD
$2.34B
$178M 0.01%
6,887,009
+942,038
NYT icon
1028
New York Times
NYT
$12.1B
$178M 0.01%
2,120,772
+211,219
TU icon
1029
Telus
TU
$16.3B
$177M 0.01%
13,824,621
+5,476,670
KTOS icon
1030
Kratos Defense & Security Solutions
KTOS
$9.04B
$177M 0.01%
2,512,602
-798,493
UITB icon
1031
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
$177M 0.01%
3,762,424
+249,102
RRC icon
1032
Range Resources
RRC
$8.36B
$177M 0.01%
3,908,859
+641,632
EVSM icon
1033
Eaton Vance Short Duration Municipal Income ETF
EVSM
$760M
$177M 0.01%
3,518,497
+509,474
RS icon
1034
Reliance Steel & Aluminium
RS
$19.4B
$176M 0.01%
580,146
-32,241
ZION icon
1035
Zions Bancorporation
ZION
$10.4B
$176M 0.01%
3,059,666
-91,653
SEE
1036
DELISTED
Sealed Air
SEE
$176M 0.01%
4,175,824
+1,663,924
PBA icon
1037
Pembina Pipeline
PBA
$27.6B
$175M 0.01%
3,915,090
-808,069
SMCI icon
1038
Super Micro Computer
SMCI
$18.3B
$175M 0.01%
7,671,682
-3,615,903
EWC icon
1039
iShares MSCI Canada ETF
EWC
$6.01B
$175M 0.01%
3,187,913
+1,042,304
LAMR icon
1040
Lamar Advertising Co
LAMR
$15.7B
$174M 0.01%
1,376,357
+185,787
TOL icon
1041
Toll Brothers
TOL
$14B
$174M 0.01%
1,273,748
+167,955
ALGN icon
1042
Align Technology
ALGN
$12.9B
$174M 0.01%
1,013,322
+68,472
FUTU icon
1043
Futu Holdings
FUTU
$13.5B
$173M 0.01%
1,267,493
-112,383
IBP icon
1044
Installed Building Products
IBP
$6.07B
$173M 0.01%
652,040
-125,962
IHI icon
1045
iShares US Medical Devices ETF
IHI
$3.18B
$172M 0.01%
3,228,296
-211,727
FPF
1046
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$172M 0.01%
9,745,769
+549,667
REG icon
1047
Regency Centers
REG
$14.6B
$172M 0.01%
2,270,462
+125,702
FLEX icon
1048
Flex
FLEX
$49.8B
$172M 0.01%
2,620,834
-325,593
TDIV icon
1049
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.41B
$171M 0.01%
1,826,935
-38,048
INVH icon
1050
Invitation Homes
INVH
$17.6B
$170M 0.01%
6,842,806
-804,274
40 41
42
43 44