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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
GWRE icon
1376
Guidewire Software
GWRE
$11.3B
$108M 0.01%
720,134
+152,962
JXN icon
1377
Jackson Financial
JXN
$8.14B
$108M 0.01%
1,017,749
-178,656
IVOO icon
1378
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.66B
$108M 0.01%
940,571
-68,853
PTGX icon
1379
Protagonist Therapeutics
PTGX
$8.45B
$107M 0.01%
1,018,222
+139,198
FBT icon
1380
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
$107M 0.01%
534,200
+132,999
SNX icon
1381
TD Synnex
SNX
$20.1B
$107M 0.01%
635,098
-41,643
ARTY
1382
iShares Future AI & Tech ETF
ARTY
$3.77B
$107M 0.01%
2,300,047
-310,383
KT icon
1383
KT
KT
$8.59B
$107M 0.01%
4,986,169
-781,794
FTC icon
1384
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.36B
$107M 0.01%
693,596
-20,432
INDV icon
1385
Indivior Pharmaceuticals
INDV
$4.79B
$107M 0.01%
3,505,817
-871,957
TBBB icon
1386
BBB Foods
TBBB
$5.13B
$107M 0.01%
3,018,189
-516,695
IBDS icon
1387
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$107M 0.01%
4,400,005
+260,402
DSGX icon
1388
Descartes Systems
DSGX
$6.18B
$107M 0.01%
1,488,629
-95,764
EWW icon
1389
iShares MSCI Mexico ETF
EWW
$1.86B
$107M 0.01%
1,415,966
+273,959
CMF icon
1390
iShares California Muni Bond ETF
CMF
$4.54B
$106M 0.01%
1,872,723
+82,134
Z icon
1391
Zillow
Z
$7.37B
$106M 0.01%
2,573,295
-624,152
ACLX
1392
DELISTED
Arcellx
ACLX
$106M 0.01%
925,813
+407,409
IBDW icon
1393
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.46B
$106M 0.01%
5,058,827
+382,187
KMX icon
1394
CarMax
KMX
$7.59B
$105M 0.01%
2,534,739
+234,636
NTES icon
1395
NetEase
NTES
$82B
$105M 0.01%
941,521
+47,081
LSTR icon
1396
Landstar System
LSTR
$7.1B
$105M 0.01%
656,118
-922,305
FUN icon
1397
Cedar Fair
FUN
$1.99B
$105M 0.01%
5,924,427
-3,549,105
HSIC icon
1398
Henry Schein
HSIC
$9.61B
$105M 0.01%
1,426,698
-68,904
BF.B icon
1399
Brown-Forman Class B
BF.B
$12B
$105M 0.01%
3,973,450
-1,429,439
DTD icon
1400
WisdomTree US Total Dividend Fund
DTD
$1.64B
$105M 0.01%
1,216,396
+53,408
54 55
56
57 58