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
NEA icon
1351
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
$113M 0.01%
9,700,112
-472,974
PSLV icon
1352
Sprott Physical Silver Trust
PSLV
$15.8B
$113M 0.01%
4,760,761
+353,293
STOK icon
1353
Stoke Therapeutics
STOK
$2.03B
$113M 0.01%
3,546,158
+9,108
ABEV icon
1354
Ambev
ABEV
$49.8B
$112M 0.01%
45,462,628
+33,842,540
EVSB icon
1355
Eaton Vance Ultra-Short Income ETF
EVSB
$188M
$112M 0.01%
2,204,667
+419,149
VOD icon
1356
Vodafone
VOD
$36.2B
$112M 0.01%
8,487,605
-1,544,540
XSOE icon
1357
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.94B
$112M 0.01%
2,870,785
+126,730
RHI icon
1358
Robert Half
RHI
$2.39B
$112M 0.01%
4,121,421
-677,879
ALC icon
1359
Alcon
ALC
$38B
$112M 0.01%
1,419,370
-765,370
AVUS icon
1360
Avantis US Equity ETF
AVUS
$11.4B
$111M 0.01%
994,121
-76,999
EWU icon
1361
iShares MSCI United Kingdom ETF
EWU
$3.51B
$111M 0.01%
2,523,562
+253,162
ICOW icon
1362
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.72B
$111M 0.01%
2,868,753
+104,275
WULF icon
1363
TeraWulf
WULF
$8B
$111M 0.01%
9,641,209
+724,286
CHE icon
1364
Chemed
CHE
$5.64B
$111M 0.01%
258,833
-90,428
USTB icon
1365
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.02B
$111M 0.01%
2,173,526
+486,138
KBR icon
1366
KBR
KBR
$4.65B
$110M 0.01%
2,748,597
+2,128,895
OHI icon
1367
Omega Healthcare
OHI
$13.5B
$110M 0.01%
2,490,333
-454,663
PJT icon
1368
PJT Partners
PJT
$3.65B
$110M 0.01%
659,729
+45,758
ATMU icon
1369
Atmus Filtration Technologies
ATMU
$5.16B
$110M 0.01%
2,123,403
-193,416
IXN icon
1370
iShares Global Tech ETF
IXN
$6.79B
$110M 0.01%
1,049,090
-3,151
GOLF icon
1371
Acushnet Holdings
GOLF
$5.73B
$110M 0.01%
1,379,236
+251,889
CX icon
1372
Cemex
CX
$17.3B
$110M 0.01%
9,579,658
+1,916,729
TU icon
1373
Telus
TU
$18.5B
$110M 0.01%
8,347,951
-511,172
MUFG icon
1374
Mitsubishi UFJ Financial
MUFG
$204B
$110M 0.01%
6,904,972
-77,692
KT icon
1375
KT
KT
$10.9B
$109M 0.01%
5,767,963
-720,244
53 54
55
56 57