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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
VIK icon
1151
Viking Holdings
VIK
$44.2B
$143M 0.01%
1,952,562
+211,494
NWSA icon
1152
News Corp Class A
NWSA
$14.8B
$143M 0.01%
5,753,796
+341,223
HEI.A icon
1153
HEICO Corp Class A
HEI.A
$35.5B
$143M 0.01%
679,353
+65,879
KIM icon
1154
Kimco Realty
KIM
$16.8B
$143M 0.01%
6,379,965
-1,357,908
KNTK icon
1155
Kinetik
KNTK
$3.56B
$143M 0.01%
2,957,610
-361
AIZ icon
1156
Assurant
AIZ
$13.8B
$143M 0.01%
656,985
+16,554
GEN icon
1157
Gen Digital
GEN
$15.6B
$143M 0.01%
7,598,571
+1,921,048
CPB icon
1158
Campbell Soup
CPB
$6.58B
$143M 0.01%
6,416,941
+1,866,553
AM icon
1159
Antero Midstream
AM
$10.6B
$143M 0.01%
6,255,526
+221,412
HBM icon
1160
Hudbay
HBM
$9.61B
$143M 0.01%
6,822,625
-705,659
TFI icon
1161
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.11B
$143M 0.01%
3,143,584
+92,333
ACM icon
1162
Aecom
ACM
$8.77B
$142M 0.01%
1,679,469
+137,180
CRL icon
1163
Charles River Laboratories
CRL
$11.2B
$142M 0.01%
825,668
+32,848
BXSL icon
1164
Blackstone Secured Lending
BXSL
$5.45B
$142M 0.01%
5,997,970
+66,166
DBX icon
1165
Dropbox
DBX
$6.81B
$142M 0.01%
6,252,381
-359,742
MLI icon
1166
Mueller Industries
MLI
$12.6B
$142M 0.01%
2,563,678
-755,314
HTHT icon
1167
Huazhu Hotels Group
HTHT
$12.6B
$142M 0.01%
2,821,026
-1,181,576
KYN icon
1168
Kayne Anderson Energy Infrastructure Fund
KYN
$2.39B
$141M 0.01%
9,849,468
-294,168
MGC icon
1169
Vanguard Mega Cap 300 Index ETF
MGC
$10.2B
$141M 0.01%
594,745
+24
P
1170
Everpure Inc
P
$26.4B
$141M 0.01%
2,380,540
-76,001
PNFP icon
1171
Pinnacle Financial Partners Inc
PNFP
$15.2B
$140M 0.01%
1,627,480
+152,058
ESLT icon
1172
Elbit Systems
ESLT
$35.2B
$139M 0.01%
164,226
-48,024
BBIO icon
1173
BridgeBio Pharma
BBIO
$16.8B
$139M 0.01%
1,877,359
+477,550
PREF icon
1174
Principal Spectrum Preferred Securities Active ETF
PREF
$1.76B
$139M 0.01%
7,393,760
+527,763
VWOB icon
1175
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.08B
$139M 0.01%
2,116,549
+419,730
45 46
47
48 49