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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
ITT icon
1051
ITT
ITT
$17.4B
$170M 0.01%
891,858
+33,786
BAP icon
1052
Credicorp
BAP
$31.8B
$170M 0.01%
500,045
+124,543
ONB icon
1053
Old National Bancorp
ONB
$10.1B
$170M 0.01%
7,672,604
+895,888
CNTA
1054
DELISTED
Centessa Pharmaceuticals
CNTA
$170M 0.01%
4,268,353
+3,159,255
FMB icon
1055
First Trust Managed Municipal ETF
FMB
$2.05B
$169M 0.01%
3,340,219
+394,679
DB icon
1056
Deutsche Bank
DB
$68.4B
$169M 0.01%
5,659,986
+966,034
EEMV icon
1057
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.58B
$168M 0.01%
2,600,324
+233,027
PAAS icon
1058
Pan American Silver
PAAS
$18.4B
$168M 0.01%
3,080,223
+683,997
ASHR icon
1059
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.59B
$168M 0.01%
5,145,491
+1,082,724
QGEN icon
1060
Qiagen
QGEN
$8.56B
$168M 0.01%
4,190,913
-116,063
NLR icon
1061
VanEck Uranium + Nuclear Energy ETF
NLR
$4.15B
$168M 0.01%
1,258,420
+124,573
DAR icon
1062
Darling Ingredients
DAR
$9.67B
$167M 0.01%
2,703,846
+54,762
FTA icon
1063
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.34B
$167M 0.01%
1,806,123
-203,288
BSCT icon
1064
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.85B
$167M 0.01%
8,936,736
+647,988
MAS icon
1065
Masco
MAS
$15.7B
$166M 0.01%
2,757,856
+3,962
SIL icon
1066
Global X Silver Miners ETF NEW
SIL
$4.15B
$166M 0.01%
1,846,884
+380,782
SMMU icon
1067
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$166M 0.01%
3,289,525
+366,799
HALO icon
1068
Halozyme
HALO
$9.04B
$166M 0.01%
2,562,309
-95,990
E icon
1069
ENI
E
$69.5B
$166M 0.01%
2,925,006
-94,560
ACI icon
1070
Albertsons Companies
ACI
$7.23B
$165M 0.01%
9,690,536
-1,997,158
NVT icon
1071
nVent Electric
NVT
$26B
$165M 0.01%
1,393,996
-15,589
BLKB icon
1072
Blackbaud
BLKB
$1.36B
$165M 0.01%
4,265,345
-53,572
IHDG icon
1073
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.21B
$165M 0.01%
3,419,670
+17,752
PINS icon
1074
Pinterest
PINS
$12.6B
$165M 0.01%
8,974,365
+616,160
MEAR icon
1075
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.41B
$164M 0.01%
3,258,792
+45,397
41 42
43
44 45