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
TCAF icon
1251
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.52B
$126M 0.01%
3,290,868
+239,586
ARTY
1252
iShares Future AI & Tech ETF
ARTY
$2.32B
$126M 0.01%
2,610,430
+234,478
BMI icon
1253
Badger Meter
BMI
$4.53B
$126M 0.01%
720,969
-31,303
KYN icon
1254
Kayne Anderson Energy Infrastructure Fund
KYN
$2.34B
$126M 0.01%
10,143,636
+131,366
LYG icon
1255
Lloyds Banking Group
LYG
$80.3B
$126M 0.01%
23,685,544
-1,777,282
UDR icon
1256
UDR
UDR
$11.5B
$125M 0.01%
3,416,662
+614,820
RDY icon
1257
Dr. Reddy's Laboratories
RDY
$11.1B
$125M 0.01%
8,926,051
+2,603,897
GIL icon
1258
Gildan
GIL
$10.7B
$125M 0.01%
2,005,073
+339,987
FR icon
1259
First Industrial Realty Trust
FR
$8.04B
$125M 0.01%
2,184,198
-396,559
FIVE icon
1260
Five Below
FIVE
$12B
$125M 0.01%
663,033
-245,699
PCTY icon
1261
Paylocity
PCTY
$5.12B
$125M 0.01%
817,209
+442,218
DTM icon
1262
DT Midstream
DTM
$13.8B
$125M 0.01%
1,041,197
+74,355
FHN icon
1263
First Horizon
FHN
$11.5B
$125M 0.01%
5,212,543
+491,464
IWL icon
1264
iShares Russell Top 200 ETF
IWL
$2.01B
$124M 0.01%
728,697
+45,442
VIK icon
1265
Viking Holdings
VIK
$34.4B
$124M 0.01%
1,741,068
+222,256
IMCB icon
1266
iShares Morningstar Mid-Cap ETF
IMCB
$1.5B
$124M 0.01%
1,501,549
+228,216
PAAS icon
1267
Pan American Silver
PAAS
$24.3B
$124M 0.01%
2,396,226
-68,024
CELH icon
1268
Celsius Holdings
CELH
$8.96B
$124M 0.01%
2,702,134
-661,432
ARE icon
1269
Alexandria Real Estate Equities
ARE
$7.38B
$124M 0.01%
2,524,717
-228,446
TXRH icon
1270
Texas Roadhouse
TXRH
$10.8B
$123M 0.01%
743,729
-7,640
WTV icon
1271
WisdomTree US Value Fund
WTV
$2.63B
$123M 0.01%
1,322,128
+402,408
USRT icon
1272
iShares Core US REIT ETF
USRT
$3.63B
$123M 0.01%
2,164,347
+1,136,903
VOYA icon
1273
Voya Financial
VOYA
$6.49B
$123M 0.01%
1,653,993
+86,838
IMVT icon
1274
Immunovant
IMVT
$4.99B
$123M 0.01%
4,846,385
+2,887,359
NTES icon
1275
NetEase
NTES
$71.4B
$123M 0.01%
894,440
+181,007
49 50
51
52 53