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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
POWL icon
1126
Powell Industries
POWL
$8.46B
$147M 0.01%
815,988
+237,831
SWKS icon
1127
Skyworks Solutions
SWKS
$9.08B
$147M 0.01%
2,742,050
-54,379
VTHR icon
1128
Vanguard Russell 3000 ETF
VTHR
$4.72B
$147M 0.01%
509,964
+73,843
FTCB icon
1129
First Trust Core Investment Grade ETF
FTCB
$2.52B
$146M 0.01%
6,974,925
+771,721
SF
1130
Stifel
SF
$11.5B
$146M 0.01%
1,974,628
-133,177
ASX icon
1131
ASE Group
ASX
$93.6B
$146M 0.01%
6,728,209
-3,879,379
OHI icon
1132
Omega Healthcare
OHI
$14.4B
$146M 0.01%
3,327,611
+837,278
OKTA icon
1133
Okta
OKTA
$24.1B
$146M 0.01%
1,851,201
+128,249
TPYP icon
1134
Tortoise North American Pipeline ETF
TPYP
$870M
$146M 0.01%
3,438,505
+47,101
U icon
1135
Unity
U
$13.5B
$146M 0.01%
6,638,790
+2,865,701
IEV icon
1136
iShares Europe ETF
IEV
$1.63B
$146M 0.01%
2,142,933
+150,805
IDEF
1137
iShares Defense Industrials Active ETF
IDEF
$4.1B
$146M 0.01%
4,447,701
+4,444,098
GLTR icon
1138
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$145M 0.01%
665,150
+111,374
BCPC
1139
Balchem Corp
BCPC
$5.21B
$145M 0.01%
857,369
-68,793
CGDG icon
1140
Capital Group Dividend Growers ETF
CGDG
$5.25B
$145M 0.01%
4,047,217
+1,215,388
FDVV icon
1141
Fidelity High Dividend ETF
FDVV
$10B
$145M 0.01%
2,628,725
+108,711
PUK icon
1142
Prudential
PUK
$35.1B
$145M 0.01%
5,104,557
+238,174
XHB icon
1143
State Street SPDR S&P Homebuilders ETF
XHB
$1.91B
$145M 0.01%
1,469,941
+502,385
TCAF icon
1144
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.55B
$145M 0.01%
4,072,678
+781,810
LFUS icon
1145
Littelfuse
LFUS
$10.5B
$145M 0.01%
427,032
+810
PSKY
1146
Paramount Skydance Corp
PSKY
$10.5B
$145M 0.01%
16,035,662
+1,309,922
FNDE icon
1147
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.47B
$144M 0.01%
3,775,582
-303,607
PCTY icon
1148
Paylocity
PCTY
$6.34B
$144M 0.01%
1,336,720
+519,511
RIG icon
1149
Transocean
RIG
$5.76B
$144M 0.01%
21,693,064
-3,097,261
USIG icon
1150
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.5B
$144M 0.01%
2,804,359
+48,759
44 45
46
47 48