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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
ELAN icon
1101
Elanco Animal Health
ELAN
$12.4B
$154M 0.01%
6,417,527
-1,869,081
BLCR icon
1102
BlackRock Large Cap Core ETF
BLCR
$6.44B
$153M 0.01%
+3,733,458
WTV icon
1103
WisdomTree US Value Fund
WTV
$3.03B
$153M 0.01%
1,614,340
+292,212
CDE icon
1104
Coeur Mining
CDE
$16.5B
$152M 0.01%
8,101,075
+4,035,139
BCE icon
1105
BCE
BCE
$19.9B
$152M 0.01%
6,020,210
+409,642
QGRW icon
1106
WisdomTree US Quality Growth Fund
QGRW
$2.68B
$152M 0.01%
2,843,665
+498,975
AR icon
1107
Antero Resources
AR
$10.3B
$152M 0.01%
3,577,596
+159,771
BGIG icon
1108
Bahl & Gaynor Income Growth ETF
BGIG
$2.18B
$152M 0.01%
4,561,043
+4,559,617
EPAM icon
1109
EPAM Systems
EPAM
$4.38B
$151M 0.01%
1,118,790
+632,970
FNDX icon
1110
Schwab Fundamental US Large Company Index ETF
FNDX
$26.2B
$151M 0.01%
5,436,335
+214,259
THC icon
1111
Tenet Healthcare
THC
$17.6B
$150M 0.01%
795,834
-44,859
IX icon
1112
ORIX
IX
$44B
$150M 0.01%
5,007,215
-110,727
BEP icon
1113
Brookfield Renewable
BEP
$9.8B
$150M 0.01%
4,596,701
+567,655
CAVA icon
1114
CAVA Group
CAVA
$8.41B
$150M 0.01%
1,850,610
-1,468,284
AL
1115
DELISTED
Air Lease Corp
AL
$150M 0.01%
2,304,844
+1,362,413
VCR icon
1116
Vanguard Consumer Discretionary ETF
VCR
$6.21B
$150M 0.01%
416,557
+24,441
DINO icon
1117
HF Sinclair
DINO
$14.1B
$148M 0.01%
2,372,785
-555,302
RBC icon
1118
RBC Bearings
RBC
$18.8B
$148M 0.01%
272,046
+46,239
DORM icon
1119
Dorman Products
DORM
$4.14B
$148M 0.01%
1,415,141
+62,958
TECK icon
1120
Teck Resources
TECK
$29.3B
$148M 0.01%
2,853,342
-431,497
DKNG icon
1121
DraftKings
DKNG
$13.1B
$147M 0.01%
6,821,487
-1,401,814
CWB icon
1122
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.07B
$147M 0.01%
1,611,345
+19,707
CZR icon
1123
Caesars Entertainment
CZR
$6.08B
$147M 0.01%
5,577,311
-1,564,588
BOTZ icon
1124
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.44B
$147M 0.01%
4,436,393
+842,465
TAL icon
1125
TAL Education Group
TAL
$5.72B
$147M 0.01%
12,945,551
-691,669
43 44
45
46 47