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
HBM icon
1126
Hudbay
HBM
$9.66B
$149M 0.01%
7,528,284
-209,826
MGC icon
1127
Vanguard Mega Cap 300 Index ETF
MGC
$8.86B
$149M 0.01%
594,721
+17,646
OKTA icon
1128
Okta
OKTA
$11.1B
$149M 0.01%
1,722,952
-12,252
ITT icon
1129
ITT
ITT
$19.4B
$149M 0.01%
858,072
+142,379
TAL icon
1130
TAL Education Group
TAL
$6.69B
$149M 0.01%
13,637,220
-656,945
SSB icon
1131
SouthState Bank Corp
SSB
$9.58B
$149M 0.01%
1,579,164
-197,632
EPI icon
1132
WisdomTree India Earnings Fund ETF
EPI
$2.27B
$148M 0.01%
3,207,457
-263,997
REG icon
1133
Regency Centers
REG
$14.4B
$148M 0.01%
2,144,760
+174,002
IYH icon
1134
iShares US Healthcare ETF
IYH
$2.89B
$148M 0.01%
2,269,524
+68,418
ALGN icon
1135
Align Technology
ALGN
$12.4B
$148M 0.01%
944,850
+42,282
SMMU icon
1136
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.05B
$147M 0.01%
2,922,726
-739,554
ATI icon
1137
ATI
ATI
$22.1B
$147M 0.01%
1,283,539
-130,847
GTLS icon
1138
Chart Industries
GTLS
$9.95B
$147M 0.01%
713,547
+137,135
FNDE icon
1139
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.25B
$147M 0.01%
4,079,189
+1,281,067
ACM icon
1140
Aecom
ACM
$10.8B
$147M 0.01%
1,542,289
+94,789
LVHI icon
1141
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.73B
$147M 0.01%
3,985,050
+353,957
AKAM icon
1142
Akamai
AKAM
$13.4B
$147M 0.01%
1,680,801
-172,393
RYAN icon
1143
Ryan Specialty Holdings
RYAN
$4.45B
$147M 0.01%
2,840,310
+92,593
FUN icon
1144
Cedar Fair
FUN
$2.03B
$145M 0.01%
9,473,532
+3,629,445
GPCR icon
1145
Structure Therapeutics
GPCR
$3.86B
$145M 0.01%
2,087,834
+1,510,093
CVE icon
1146
Cenovus Energy
CVE
$48.6B
$145M 0.01%
8,578,317
+2,611,479
BSCQ icon
1147
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.01B
$144M 0.01%
7,372,407
+134,039
EG icon
1148
Everest Group
EG
$13.3B
$144M 0.01%
425,241
-14,598
NVT icon
1149
nVent Electric
NVT
$21.1B
$144M 0.01%
1,409,585
+67,571
HFXI icon
1150
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.49B
$144M 0.01%
4,426,596
+310,355
44 45
46
47 48