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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
EPRT icon
1176
Essential Properties Realty Trust
EPRT
$6.74B
$139M 0.01%
4,577,402
-544,113
PSN icon
1177
Parsons
PSN
$5.95B
$139M 0.01%
2,563,729
-284,203
GIB icon
1178
CGI
GIB
$14B
$139M 0.01%
1,898,087
+444,258
ASND icon
1179
Ascendis Pharma A/S
ASND
$17.7B
$139M 0.01%
606,348
-11,620
FNX icon
1180
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$139M 0.01%
1,081,289
+30,770
MEDP icon
1181
Medpace
MEDP
$15.4B
$138M 0.01%
288,422
-128,256
SPHY icon
1182
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.2B
$138M 0.01%
5,920,343
+319,571
ONC
1183
BeOne Medicines Ltd
ONC
$31B
$138M 0.01%
464,472
+26,811
CRS icon
1184
Carpenter Technology
CRS
$28.7B
$138M 0.01%
349,792
-23,821
IYH icon
1185
iShares US Healthcare ETF
IYH
$3.2B
$137M 0.01%
2,228,857
-40,667
GH icon
1186
Guardant Health
GH
$21.2B
$137M 0.01%
1,487,324
+333,025
COO icon
1187
Cooper Companies
COO
$13.8B
$137M 0.01%
1,918,126
-89,564
MTDR icon
1188
Matador Resources
MTDR
$6.38B
$137M 0.01%
2,169,940
-181,729
NLY icon
1189
Annaly Capital Management
NLY
$16.8B
$137M 0.01%
6,475,806
-501,523
EWU icon
1190
iShares MSCI United Kingdom ETF
EWU
$3.86B
$137M 0.01%
3,006,108
+482,546
AU icon
1191
AngloGold Ashanti
AU
$41.5B
$137M 0.01%
1,403,907
-635,079
DTM icon
1192
DT Midstream
DTM
$14.8B
$137M 0.01%
1,014,931
-26,266
SSB icon
1193
SouthState Bank Corp
SSB
$9.74B
$136M 0.01%
1,475,269
-103,895
TARS icon
1194
Tarsus Pharmaceuticals
TARS
$2.54B
$136M 0.01%
1,944,272
-96,470
GSIE icon
1195
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$136M 0.01%
3,155,223
-157,989
FHN icon
1196
First Horizon
FHN
$12.2B
$136M 0.01%
5,973,332
+760,789
ITGR icon
1197
Integer Holdings
ITGR
$3.18B
$135M 0.01%
1,539,283
+708,167
WPC icon
1198
W.P. Carey
WPC
$16B
$135M 0.01%
1,991,357
-5,988
ALLY icon
1199
Ally Financial
ALLY
$14B
$135M 0.01%
3,446,612
+448,833
NFJ
1200
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$135M 0.01%
10,702,631
-138,796
46 47
48
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