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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
QDPL icon
1426
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.7B
$102M 0.01%
2,534,099
+511,540
SUI icon
1427
Sun Communities
SUI
$14.6B
$102M 0.01%
806,642
-148,100
FAF icon
1428
First American
FAF
$7.06B
$102M 0.01%
1,684,466
+101,912
SPHD icon
1429
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.37B
$101M 0.01%
2,045,872
-140,763
RVT icon
1430
Royce Value Trust
RVT
$2.22B
$101M 0.01%
6,108,513
-143,984
FOLD
1431
DELISTED
Amicus Therapeutics
FOLD
$101M 0.01%
6,998,884
+1,519,195
BMI icon
1432
Badger Meter
BMI
$4.21B
$101M 0.01%
663,192
-57,777
PRF icon
1433
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$101M 0.01%
2,123,301
-12,564
IMCG icon
1434
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.97B
$101M 0.01%
1,279,461
+130,101
SGOL icon
1435
abrdn Physical Gold Shares ETF
SGOL
$7.01B
$101M 0.01%
2,258,207
-61,523
HXL icon
1436
Hexcel
HXL
$7.48B
$101M 0.01%
1,243,897
-334,226
CR icon
1437
Crane Co
CR
$12.7B
$101M 0.01%
588,064
+75,180
CCC
1438
CCC Intelligent Solutions
CCC
$3.47B
$101M 0.01%
16,750,397
+4,516,930
JETS icon
1439
US Global Jets ETF
JETS
$926M
$100M 0.01%
4,079,238
+2,101,958
MDGL icon
1440
Madrigal Pharmaceuticals
MDGL
$12.4B
$100M 0.01%
191,294
+40,832
BSCW icon
1441
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.47B
$99.8M 0.01%
4,846,523
+420,504
GSST icon
1442
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.53B
$99.7M 0.01%
1,971,759
-413,688
PAYC icon
1443
Paycom
PAYC
$6.48B
$99.7M 0.01%
819,986
+93,177
REMX icon
1444
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.41B
$99.6M 0.01%
1,131,601
+428,074
ADC icon
1445
Agree Realty
ADC
$9.36B
$99.4M 0.01%
1,319,035
+11,803
ARQT icon
1446
Arcutis Biotherapeutics
ARQT
$3.47B
$99.4M 0.01%
4,218,931
-121,308
DES icon
1447
WisdomTree US SmallCap Dividend Fund
DES
$2.16B
$99.3M 0.01%
2,763,378
+62,347
CELH icon
1448
Celsius Holdings
CELH
$7.82B
$99.3M 0.01%
2,799,172
+97,038
CYTK icon
1449
Cytokinetics
CYTK
$11.5B
$99.2M 0.01%
1,505,075
+239,774
MTN icon
1450
Vail Resorts
MTN
$5.35B
$99M 0.01%
771,427
+87,280
56 57
58
59 60