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
SANM icon
1051
Sanmina
SANM
$7.75B
$167M 0.01%
1,110,660
-230,930
U icon
1052
Unity
U
$9.41B
$167M 0.01%
3,773,089
-146,782
DORM icon
1053
Dorman Products
DORM
$3.31B
$167M 0.01%
1,352,183
+915
UITB icon
1054
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$166M 0.01%
3,513,322
-186,465
JEMA icon
1055
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.53B
$166M 0.01%
3,394,392
+2,689,394
SCCO icon
1056
Southern Copper
SCCO
$155B
$166M 0.01%
1,165,799
-10,765
WCC icon
1057
WESCO International
WCC
$14.6B
$166M 0.01%
677,602
+38,187
IHDG icon
1058
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.28B
$166M 0.01%
3,401,918
-66,180
ZBH icon
1059
Zimmer Biomet
ZBH
$18B
$165M 0.01%
1,838,096
+144,789
RPV icon
1060
Invesco S&P 500 Pure Value ETF
RPV
$1.68B
$165M 0.01%
1,595,954
+201,464
PAPI icon
1061
Parametric Equity Premium Income ETF
PAPI
$346M
$165M 0.01%
6,387,688
+303,654
BAX icon
1062
Baxter International
BAX
$8.85B
$165M 0.01%
8,615,885
+2,090,181
PSTG icon
1063
Everpure, Inc.
PSTG
$19.9B
$165M 0.01%
2,456,541
-234,643
COO icon
1064
Cooper Companies
COO
$13.9B
$165M 0.01%
2,007,690
-103,578
COLB icon
1065
Columbia Banking Systems
COLB
$8.58B
$165M 0.01%
5,886,839
-2,455,479
HAS icon
1066
Hasbro
HAS
$13.1B
$164M 0.01%
2,004,185
-439,315
CBZ icon
1067
CBIZ
CBZ
$1.51B
$164M 0.01%
3,251,355
-149,742
TLN
1068
Talen Energy Corp
TLN
$14.2B
$164M 0.01%
437,423
-52,140
VALE icon
1069
Vale
VALE
$71.1B
$164M 0.01%
12,563,174
-1,729,224
TSPA icon
1070
T. Rowe Price US Equity Research ETF
TSPA
$2.2B
$163M 0.01%
3,821,023
+48,206
PEN icon
1071
Penumbra
PEN
$12.9B
$163M 0.01%
525,507
-167,947
COLM icon
1072
Columbia Sportswear
COLM
$3.08B
$163M 0.01%
2,962,174
-512,602
STIP icon
1073
iShares 0-5 Year TIPS Bond ETF
STIP
$14.7B
$163M 0.01%
1,591,996
-231,301
BSCU icon
1074
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.48B
$162M 0.01%
9,598,976
+1,863,230
XPO icon
1075
XPO
XPO
$24.9B
$162M 0.01%
1,193,780
-307,320
41 42
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