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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
UGI icon
1351
UGI
UGI
$7.68B
$112M 0.01%
3,070,125
+301,335
VSS icon
1352
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$112M 0.01%
765,596
+111,425
STOK icon
1353
Stoke Therapeutics
STOK
$1.95B
$111M 0.01%
3,423,280
-122,878
AMX icon
1354
America Movil
AMX
$78.1B
$111M 0.01%
4,372,988
+402,200
NEA icon
1355
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
$111M 0.01%
9,909,270
+209,158
IXC icon
1356
iShares Global Energy ETF
IXC
$2.07B
$111M 0.01%
1,930,904
+1,116,860
GPCR icon
1357
Structure Therapeutics
GPCR
$3.79B
$111M 0.01%
2,305,457
+217,623
ENPH icon
1358
Enphase Energy
ENPH
$5.91B
$111M 0.01%
2,928,679
-1,076,463
VOYA icon
1359
Voya Financial
VOYA
$8.85B
$111M 0.01%
1,618,234
-35,759
UHS icon
1360
Universal Health Services
UHS
$9.42B
$111M 0.01%
617,597
-253,780
SHM icon
1361
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$110M 0.01%
2,304,145
+168,822
FDT icon
1362
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.29B
$110M 0.01%
1,264,068
+157,056
SM icon
1363
SM Energy
SM
$6.67B
$109M 0.01%
3,511,681
+1,804,728
FXE icon
1364
Invesco CurrencyShares Euro Currency Trust
FXE
$369M
$109M 0.01%
1,025,761
+614,633
EVSB icon
1365
Eaton Vance Ultra-Short Income ETF
EVSB
$234M
$109M 0.01%
2,154,485
-50,182
AVDV icon
1366
Avantis International Small Cap Value ETF
AVDV
$19.3B
$109M 0.01%
1,093,841
+226,003
CBU icon
1367
Community Bank
CBU
$3.51B
$109M 0.01%
1,861,086
-144,350
SMTC icon
1368
Semtech
SMTC
$12.7B
$109M 0.01%
1,416,028
+26,771
GUNR icon
1369
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.84B
$109M 0.01%
1,969,326
+22,862
IHG icon
1370
InterContinental Hotels
IHG
$24.4B
$109M 0.01%
813,913
+49,864
ICOW icon
1371
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.75B
$108M 0.01%
2,554,644
-314,109
ANGL icon
1372
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$108M 0.01%
3,770,327
+1,201,769
FXL icon
1373
First Trust Technology AlphaDEX Fund
FXL
$2.65B
$108M 0.01%
681,271
-5,904
AVUS icon
1374
Avantis US Equity ETF
AVUS
$13.9B
$108M 0.01%
973,398
-20,723
FTS icon
1375
Fortis
FTS
$29.2B
$108M 0.01%
1,931,517
-1,618,368
53 54
55
56 57