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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
PAGP icon
1451
Plains GP Holdings
PAGP
$4.9B
$98.7M 0.01%
4,065,841
+462,779
MSGS icon
1452
Madison Square Garden
MSGS
$9.19B
$98.7M 0.01%
306,999
-7,963
AVLV icon
1453
Avantis US Large Cap Value ETF
AVLV
$16.8B
$98.6M 0.01%
1,223,715
+64,335
KVYO icon
1454
Klaviyo
KVYO
$5.06B
$98.6M 0.01%
5,067,690
-9,479,400
ATMU icon
1455
Atmus Filtration Technologies
ATMU
$4.14B
$98.6M 0.01%
1,736,994
-386,409
ENSG icon
1456
The Ensign Group
ENSG
$9.85B
$98.6M 0.01%
489,227
+46,980
WIT icon
1457
Wipro
WIT
$18.5B
$98.5M 0.01%
46,485,712
-2,045,656
AWR icon
1458
American States Water
AWR
$3.31B
$98.5M 0.01%
1,302,331
-44,909
LRN icon
1459
Stride
LRN
$3.87B
$98.1M 0.01%
1,113,120
-518,450
QEFA icon
1460
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$98.1M 0.01%
1,052,236
-42,839
VKTX icon
1461
Viking Therapeutics
VKTX
$4.51B
$98.1M 0.01%
3,013,928
-62,342
MMIN icon
1462
IQ MacKay Municipal Insured ETF
MMIN
$457M
$97.9M 0.01%
4,127,349
+859,779
AG icon
1463
First Majestic Silver
AG
$8.37B
$97.7M 0.01%
4,549,335
+740,226
NE icon
1464
Noble Corp
NE
$6.38B
$97.7M 0.01%
1,990,756
-12,781
PSC icon
1465
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.3B
$96.9M 0.01%
1,691,249
+439,392
CGSM icon
1466
Capital Group Short Duration Municipal Income ETF
CGSM
$1.53B
$96.9M 0.01%
3,688,463
+858,565
FOX icon
1467
Fox Class B
FOX
$20.5B
$96.8M 0.01%
1,823,669
+376,872
FALN icon
1468
iShares Fallen Angels USD Bond ETF
FALN
$1.6B
$96.8M 0.01%
3,622,871
+182,231
LTM
1469
LATAM Airlines Group S.A.
LTM
$16.2B
$96.7M 0.01%
1,955,110
-136,735
NBXG
1470
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.27B
$96.6M 0.01%
7,505,303
+1,239,483
SEI
1471
Solaris Energy Infrastructure
SEI
$4.39B
$96.5M 0.01%
1,707,455
-383,909
RHI icon
1472
Robert Half
RHI
$3.31B
$96.5M 0.01%
3,798,509
-322,912
IMVT icon
1473
Immunovant
IMVT
$8.15B
$96.3M 0.01%
3,876,877
-969,508
JOBY icon
1474
Joby Aviation
JOBY
$7.59B
$96M 0.01%
11,625,429
+1,268,625
LYFT icon
1475
Lyft
LYFT
$5.93B
$95.9M 0.01%
7,212,400
-1,585,123
57 58
59
60 61