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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
ROKU icon
1076
Roku
ROKU
$20.9B
$164M 0.01%
1,730,796
+485,494
APTV icon
1077
Aptiv
APTV
$12.8B
$163M 0.01%
2,345,138
-41,035
CHKP icon
1078
Check Point Software Technologies
CHKP
$13.7B
$163M 0.01%
1,139,046
+297,145
HRL icon
1079
Hormel Foods
HRL
$13.6B
$162M 0.01%
7,141,040
+686,019
HEFA icon
1080
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.24B
$161M 0.01%
3,781,496
+151,407
NBIX icon
1081
Neurocrine Biosciences
NBIX
$17.8B
$161M 0.01%
1,219,196
+9,818
DIVO icon
1082
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.32B
$158M 0.01%
3,513,601
+584,242
WYNN icon
1083
Wynn Resorts
WYNN
$10.4B
$157M 0.01%
1,547,668
+22,528
XYLD icon
1084
Global X S&P 500 Covered Call ETF
XYLD
$3.23B
$156M 0.01%
3,998,577
+10,711
IBDU icon
1085
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.96B
$156M 0.01%
6,692,831
+1,184,482
WBS icon
1086
Webster Financial
WBS
$12.4B
$155M 0.01%
2,238,644
+355,473
RIVN icon
1087
Rivian
RIVN
$25.3B
$155M 0.01%
10,321,452
-1,901,027
PFGC icon
1088
Performance Food Group
PFGC
$17.8B
$155M 0.01%
1,812,640
+253,283
CSW
1089
CSW Industrials
CSW
$4.58B
$155M 0.01%
595,448
-74,153
BZ icon
1090
Kanzhun
BZ
$6.15B
$155M 0.01%
11,582,559
+1,781,819
URA icon
1091
Global X Uranium ETF
URA
$5.93B
$155M 0.01%
3,201,393
-349,369
PSQ icon
1092
ProShares Short QQQ
PSQ
$603M
$155M 0.01%
4,811,240
+4,237,586
GAP
1093
The Gap Inc
GAP
$7.01B
$154M 0.01%
6,371,482
+3,746,317
KBWB icon
1094
Invesco KBW Bank ETF
KBWB
$6.75B
$154M 0.01%
1,948,553
+491,907
NCLH icon
1095
Norwegian Cruise Line
NCLH
$9B
$154M 0.01%
8,242,694
-277,854
SGI
1096
Somnigroup International
SGI
$15.5B
$154M 0.01%
2,084,197
+905,442
NXT icon
1097
Nextpower Inc
NXT
$16.9B
$154M 0.01%
1,276,701
+303,201
GNRC icon
1098
Generac Holdings
GNRC
$13.8B
$154M 0.01%
787,924
-194,534
TSPA icon
1099
T. Rowe Price US Equity Research ETF
TSPA
$4.09B
$154M 0.01%
3,756,909
-64,114
CELC icon
1100
Celcuity
CELC
$5.25B
$154M 0.01%
1,345,715
-53,255
42 43
44
45 46