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
CGSD icon
1101
Capital Group Short Duration Income ETF
CGSD
$2.14B
$155M 0.01%
5,944,971
+396,507
VCR icon
1102
Vanguard Consumer Discretionary ETF
VCR
$5.83B
$154M 0.01%
392,116
+6,963
GEN icon
1103
Gen Digital
GEN
$10.8B
$154M 0.01%
5,677,523
-874,980
AIZ icon
1104
Assurant
AIZ
$10.9B
$154M 0.01%
640,431
+31,432
HRL icon
1105
Hormel Foods
HRL
$11.5B
$153M 0.01%
6,455,021
-530,402
SHOO icon
1106
Steven Madden
SHOO
$2.77B
$153M 0.01%
3,671,441
-169,874
PATH icon
1107
UiPath
PATH
$4.91B
$153M 0.01%
9,310,304
+3,262,930
TPG icon
1108
TPG
TPG
$6.14B
$152M 0.01%
2,384,592
+442,095
ELS icon
1109
Equity Lifestyle Properties
ELS
$12.4B
$152M 0.01%
2,506,968
+1,295,289
EPRT icon
1110
Essential Properties Realty Trust
EPRT
$6.84B
$152M 0.01%
5,121,515
+243,576
MOH icon
1111
Molina Healthcare
MOH
$7.6B
$152M 0.01%
874,936
-109,688
URA icon
1112
Global X Uranium ETF
URA
$6.98B
$152M 0.01%
3,550,762
+985,807
EEMV icon
1113
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.32B
$152M 0.01%
2,367,297
-83,344
EVSM icon
1114
Eaton Vance Short Duration Municipal Income ETF
EVSM
$690M
$152M 0.01%
3,009,023
+105,174
PUK icon
1115
Prudential
PUK
$38B
$151M 0.01%
4,866,383
+2,150,074
SATS icon
1116
EchoStar
SATS
$37.1B
$151M 0.01%
1,392,820
+125,771
ONB icon
1117
Old National Bancorp
ONB
$9.07B
$151M 0.01%
6,776,716
+2,785,474
ZBRA icon
1118
Zebra Technologies
ZBRA
$10.7B
$151M 0.01%
622,410
+3,529
MOD icon
1119
Modine Manufacturing
MOD
$12.7B
$151M 0.01%
1,130,902
+114,209
LAMR icon
1120
Lamar Advertising Co
LAMR
$13.5B
$151M 0.01%
1,190,570
+40,584
FMB icon
1121
First Trust Managed Municipal ETF
FMB
$2B
$151M 0.01%
2,945,540
-20,235
SYM icon
1122
Symbotic
SYM
$6.77B
$151M 0.01%
2,530,874
+1,165,513
HEFA icon
1123
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.08B
$150M 0.01%
3,630,089
+404,076
IX icon
1124
ORIX
IX
$34B
$150M 0.01%
5,117,942
+74,473
TOL icon
1125
Toll Brothers
TOL
$13.3B
$150M 0.01%
1,105,793
+35,719
43 44
45
46 47