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
TEM
1276
Tempus AI
TEM
$7.7B
$123M 0.01%
2,083,394
-332,790
FYBR
1277
DELISTED
Frontier Communications
FYBR
$123M 0.01%
3,230,076
-1,201,680
KBWB icon
1278
Invesco KBW Bank ETF
KBWB
$5.09B
$123M 0.01%
1,456,646
-173,680
ESLT icon
1279
Elbit Systems
ESLT
$43.1B
$123M 0.01%
212,250
-75,605
DON icon
1280
WisdomTree US MidCap Dividend Fund
DON
$3.83B
$123M 0.01%
2,374,903
+29,117
SIL icon
1281
Global X Silver Miners ETF NEW
SIL
$5.54B
$122M 0.01%
1,466,102
-118,829
AFG icon
1282
American Financial Group
AFG
$10.9B
$122M 0.01%
894,998
+36,971
VFC icon
1283
VF Corp
VFC
$7.13B
$122M 0.01%
6,747,348
-742,641
SN icon
1284
SharkNinja
SN
$16.3B
$121M 0.01%
1,080,326
+709,494
NGL icon
1285
NGL Energy Partners
NGL
$1.68B
$121M 0.01%
12,088,762
-105,204
GSST icon
1286
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.42B
$120M 0.01%
2,385,447
+331,513
MTH icon
1287
Meritage Homes
MTH
$4.44B
$120M 0.01%
1,825,946
-158,643
CDTX
1288
DELISTED
Cidara Therapeutics
CDTX
$120M 0.01%
542,722
+164,538
MASI icon
1289
Masimo
MASI
$9.34B
$120M 0.01%
920,735
+230,134
TPYP icon
1290
Tortoise North American Pipeline ETF
TPYP
$892M
$120M 0.01%
3,391,404
+301,857
MOS icon
1291
The Mosaic Company
MOS
$7.86B
$119M 0.01%
4,955,715
-248,300
ORI icon
1292
Old Republic International
ORI
$9.95B
$119M 0.01%
2,614,838
-19,938
SLQD icon
1293
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$119M 0.01%
2,353,233
+36,671
RODM icon
1294
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.48B
$119M 0.01%
3,222,470
-30,549
XPEV icon
1295
XPeng
XPEV
$16.6B
$119M 0.01%
5,855,148
+762,826
RWK icon
1296
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.16B
$119M 0.01%
938,017
+64,763
WBS icon
1297
Webster Financial
WBS
$11.6B
$119M 0.01%
1,883,171
+231,153
SKYY icon
1298
First Trust Cloud Computing ETF
SKYY
$2.22B
$118M 0.01%
910,867
-25,663
IYJ icon
1299
iShares US Industrials ETF
IYJ
$1.97B
$118M 0.01%
799,436
-27,739
BUFR icon
1300
FT Vest Fund of Buffer ETFs
BUFR
$8.9B
$118M 0.01%
3,455,657
+2,560,580
50 51
52
53 54