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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
IMCB icon
1251
iShares Morningstar Mid-Cap ETF
IMCB
$1.65B
$126M 0.01%
1,508,981
+7,432
NRP icon
1252
Natural Resource Partners
NRP
$1.31B
$126M 0.01%
1,038,915
+32,683
DON icon
1253
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$126M 0.01%
2,390,779
+15,876
RODM icon
1254
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.57B
$125M 0.01%
3,178,454
-44,016
NWG icon
1255
NatWest
NWG
$70.7B
$125M 0.01%
8,406,180
-2,654,966
MOS icon
1256
The Mosaic Company
MOS
$6.84B
$125M 0.01%
4,908,563
-47,152
BSM icon
1257
Black Stone Minerals
BSM
$2.93B
$125M 0.01%
8,271,758
+1,164,085
LNTH icon
1258
Lantheus
LNTH
$6.88B
$125M 0.01%
1,646,463
-111,106
VVV icon
1259
Valvoline
VVV
$4.93B
$125M 0.01%
3,707,612
+256,011
BROS icon
1260
Dutch Bros
BROS
$9.27B
$125M 0.01%
2,463,600
+754,344
FENI icon
1261
Fidelity Enhanced International ETF
FENI
$10.4B
$125M 0.01%
3,349,683
+2,819,117
BWA icon
1262
BorgWarner
BWA
$13.3B
$124M 0.01%
2,293,168
-530,549
SYM icon
1263
Symbotic
SYM
$5.55B
$124M 0.01%
2,330,286
-200,588
BAX icon
1264
Baxter International
BAX
$11.7B
$123M 0.01%
7,347,972
-1,267,913
RWK icon
1265
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.29B
$123M 0.01%
961,423
+23,406
MTSI icon
1266
MACOM Technology Solutions
MTSI
$23.5B
$123M 0.01%
555,156
-203,006
ORI icon
1267
Old Republic International
ORI
$10.1B
$123M 0.01%
3,089,034
+474,196
VIAV icon
1268
Viavi Solutions
VIAV
$10.6B
$123M 0.01%
3,702,640
-348,287
IYT icon
1269
iShares US Transportation ETF
IYT
$2.29B
$123M 0.01%
1,650,742
+787,885
SLAB icon
1270
Silicon Laboratories
SLAB
$7.21B
$123M 0.01%
590,908
+183,525
NNN icon
1271
NNN REIT
NNN
$8.9B
$123M 0.01%
2,925,161
+425,917
AGI icon
1272
Alamos Gold
AGI
$12.4B
$123M 0.01%
2,765,132
+216,500
SANM icon
1273
Sanmina
SANM
$11.2B
$122M 0.01%
944,084
-166,576
LLYVA icon
1274
Liberty Live Group Series A
LLYVA
$9.17B
$122M 0.01%
1,330,676
+178,177
RNR icon
1275
RenaissanceRe
RNR
$13.4B
$122M 0.01%
409,713
-41,308
49 50
51
52 53