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
AVPT icon
1376
AvePoint
AVPT
$1.94B
$109M 0.01%
7,871,282
+6,205,829
WK icon
1377
Workiva
WK
$2.98B
$109M 0.01%
1,265,693
+220,159
GVA icon
1378
Granite Construction
GVA
$5.52B
$109M 0.01%
944,981
+158,677
WAL icon
1379
Western Alliance Bancorporation
WAL
$8.37B
$109M 0.01%
1,296,374
+109,384
LSCC icon
1380
Lattice Semiconductor
LSCC
$14.5B
$109M 0.01%
1,480,940
+85,115
WIX icon
1381
WIX.com
WIX
$3.8B
$109M 0.01%
1,046,381
+255,226
BEP icon
1382
Brookfield Renewable
BEP
$10.6B
$109M 0.01%
4,029,046
+1,189,130
JAZZ icon
1383
Jazz Pharmaceuticals
JAZZ
$12B
$109M 0.01%
639,179
-78,446
OPCH icon
1384
Option Care Health
OPCH
$4.54B
$109M 0.01%
3,410,233
+400,740
MTCH icon
1385
Match Group
MTCH
$7.37B
$108M 0.01%
3,352,088
-464,497
VKTX icon
1386
Viking Therapeutics
VKTX
$3.97B
$108M 0.01%
3,076,270
-652,847
DT icon
1387
Dynatrace
DT
$9.65B
$108M 0.01%
2,494,681
+966,579
BFAM icon
1388
Bright Horizons
BFAM
$4.43B
$108M 0.01%
1,066,234
+217,963
INGR icon
1389
Ingredion
INGR
$7.23B
$108M 0.01%
979,877
+14,539
RWJ icon
1390
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.71B
$108M 0.01%
2,214,246
+124,135
LFUS icon
1391
Littelfuse
LFUS
$9.63B
$108M 0.01%
426,222
+24,128
BAP icon
1392
Credicorp
BAP
$27.7B
$108M 0.01%
375,502
+83,859
GSUS icon
1393
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.86B
$108M 0.01%
1,140,097
+107,582
IHG icon
1394
InterContinental Hotels
IHG
$21.1B
$108M 0.01%
764,049
+28,526
FPX icon
1395
First Trust US Equity Opportunities ETF
FPX
$1.25B
$108M 0.01%
657,727
-1,855
XCEM icon
1396
Columbia EM Core ex-China ETF
XCEM
$1.59B
$107M 0.01%
2,800,821
-61,130
AM icon
1397
Antero Midstream
AM
$10.4B
$107M 0.01%
6,034,114
-362,398
BBIO icon
1398
BridgeBio Pharma
BBIO
$14.5B
$107M 0.01%
1,399,809
+344,944
IFRA icon
1399
iShares US Infrastructure ETF
IFRA
$3.87B
$107M 0.01%
2,029,036
-4,310
KNTK icon
1400
Kinetik
KNTK
$3.25B
$107M 0.01%
2,957,971
-213,050
54 55
56
57 58