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
SUI icon
1301
Sun Communities
SUI
$15.9B
$118M 0.01%
954,742
+39,483
ACHR icon
1302
Archer Aviation
ACHR
$4.05B
$118M 0.01%
15,717,522
+2,798,509
SPTM icon
1303
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.3B
$118M 0.01%
1,431,332
+88,327
TBBB icon
1304
BBB Foods
TBBB
$4.44B
$118M 0.01%
3,534,884
-34,189
GH icon
1305
Guardant Health
GH
$10.3B
$118M 0.01%
1,154,299
+171,755
AR icon
1306
Antero Resources
AR
$11.7B
$118M 0.01%
3,417,825
-441,756
PII icon
1307
Polaris
PII
$3.12B
$118M 0.01%
1,861,942
-485,377
CRS icon
1308
Carpenter Technology
CRS
$21.7B
$118M 0.01%
373,613
-258,856
YUMC icon
1309
Yum China
YUMC
$17.5B
$118M 0.01%
2,461,426
-53,783
GFL icon
1310
GFL Environmental
GFL
$15.6B
$117M 0.01%
2,731,961
-1,200,665
IPAR icon
1311
Interparfums
IPAR
$2.98B
$117M 0.01%
1,379,293
-724
LNTH icon
1312
Lantheus
LNTH
$5.25B
$117M 0.01%
1,757,569
-2,120,583
OSK icon
1313
Oshkosh
OSK
$9.51B
$117M 0.01%
930,328
+46,667
IBDT icon
1314
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.82B
$117M 0.01%
4,589,972
+216,028
ARKG icon
1315
ARK Genomic Revolution ETF
ARKG
$1.04B
$117M 0.01%
4,025,965
+1,193,795
HXL icon
1316
Hexcel
HXL
$6.3B
$117M 0.01%
1,578,123
-215,231
ETSY icon
1317
Etsy
ETSY
$5.07B
$116M 0.01%
2,100,092
+81,364
INSP icon
1318
Inspire Medical Systems
INSP
$1.56B
$116M 0.01%
1,259,762
+809,121
TMHC icon
1319
Taylor Morrison
TMHC
$5.72B
$116M 0.01%
1,973,433
+185,381
BIP icon
1320
Brookfield Infrastructure Partners
BIP
$16.9B
$116M 0.01%
3,343,528
+1,271,823
VSGX icon
1321
Vanguard ESG International Stock ETF
VSGX
$6.14B
$116M 0.01%
1,619,657
+2,095
QS icon
1322
QuantumScape Corp
QS
$3.9B
$116M 0.01%
11,126,497
+8,559,554
CRCL
1323
Circle Internet Group
CRCL
$21.8B
$116M 0.01%
1,460,730
+416,614
PAYC icon
1324
Paycom
PAYC
$5.41B
$116M 0.01%
726,809
-222,980
ILCG icon
1325
iShares Morningstar Growth ETF
ILCG
$2.7B
$116M 0.01%
1,112,299
-260,657
51 52
53
54 55