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
XYLD icon
1076
Global X S&P 500 Covered Call ETF
XYLD
$3.08B
$162M 0.01%
3,987,866
+76,631
MEAR icon
1077
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.39B
$162M 0.01%
3,213,395
-205,435
SCHX icon
1078
Schwab US Large- Cap ETF
SCHX
$64.1B
$162M 0.01%
6,006,598
+310,042
IMO icon
1079
Imperial Oil
IMO
$62.5B
$161M 0.01%
1,867,363
+604,447
MP icon
1080
MP Materials
MP
$9.81B
$161M 0.01%
3,177,806
-652,085
IAGG icon
1081
iShares Core International Aggregate Bond Fund
IAGG
$12.9B
$160M 0.01%
3,200,607
+349,558
STM icon
1082
STMicroelectronics
STM
$35.1B
$160M 0.01%
6,156,161
+1,778,113
BLDR icon
1083
Builders FirstSource
BLDR
$9.17B
$159M 0.01%
1,543,719
-235,844
YMM icon
1084
Full Truck Alliance
YMM
$8.65B
$158M 0.01%
14,769,842
-8,609,709
CRL icon
1085
Charles River Laboratories
CRL
$8.67B
$158M 0.01%
792,820
-41,969
JD icon
1086
JD.com
JD
$39.7B
$158M 0.01%
5,492,904
-3,294,173
TECK icon
1087
Teck Resources
TECK
$27.7B
$157M 0.01%
3,284,839
+1,016,165
INDV icon
1088
Indivior Pharmaceuticals
INDV
$3.72B
$157M 0.01%
4,377,774
-1,245,479
KIM icon
1089
Kimco Realty
KIM
$15.6B
$157M 0.01%
7,737,873
+432,281
JEF icon
1090
Jefferies Financial Group
JEF
$9.35B
$156M 0.01%
2,524,669
-257,514
MUNI icon
1091
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.8B
$156M 0.01%
2,982,364
+8,717
CHKP icon
1092
Check Point Software Technologies
CHKP
$14.3B
$156M 0.01%
841,901
+3,715
BXSL icon
1093
Blackstone Secured Lending
BXSL
$5.37B
$156M 0.01%
5,931,804
-1,248,969
BSCT icon
1094
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.78B
$156M 0.01%
8,288,748
+1,036,113
XRT icon
1095
State Street SPDR S&P Retail ETF
XRT
$521M
$156M 0.01%
1,829,248
+1,066,562
NLY icon
1096
Annaly Capital Management
NLY
$15.9B
$156M 0.01%
6,977,329
+1,751,509
XP icon
1097
XP
XP
$10.3B
$156M 0.01%
9,524,277
+1,113,641
EQH icon
1098
Equitable Holdings
EQH
$10.5B
$155M 0.01%
3,250,299
-765,714
HEI.A icon
1099
HEICO Corp Class A
HEI.A
$30.7B
$155M 0.01%
613,474
+64,716
FLJP icon
1100
Franklin FTSE Japan ETF
FLJP
$3.13B
$155M 0.01%
4,490,762
+16,822
42 43
44
45 46