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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
HP icon
1476
Helmerich & Payne
HP
$3.33B
$95.9M 0.01%
2,660,510
+315,717
FPX icon
1477
First Trust US Equity Opportunities ETF
FPX
$1.59B
$95.8M 0.01%
603,103
-54,624
MGY icon
1478
Magnolia Oil & Gas
MGY
$4.77B
$95.6M 0.01%
3,027,975
+231,026
AVIG icon
1479
Avantis Core Fixed Income ETF
AVIG
$1.91B
$95.4M 0.01%
2,296,805
-69,946
WF icon
1480
Woori Financial
WF
$15.5B
$95.2M 0.01%
1,429,452
+29,548
PXF icon
1481
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.85B
$95.1M 0.01%
1,360,246
+27,523
AN icon
1482
AutoNation
AN
$6.55B
$95.1M 0.01%
486,837
-12,428
CGIE icon
1483
Capital Group International Equity ETF
CGIE
$2.32B
$95M 0.01%
2,808,117
+617,420
FLS icon
1484
Flowserve
FLS
$9.01B
$94.9M 0.01%
1,291,043
-123,299
DDWM icon
1485
WisdomTree Dynamic International Equity Fund
DDWM
$1.46B
$94.9M 0.01%
2,150,517
+109,158
CWST icon
1486
Casella Waste Systems
CWST
$6.16B
$94.8M 0.01%
1,195,294
-167,560
ETH
1487
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.63B
$94.7M 0.01%
4,767,681
+718,696
TRNO icon
1488
Terreno Realty
TRNO
$7.34B
$94.7M 0.01%
1,541,403
-62,172
AIT icon
1489
Applied Industrial Technologies
AIT
$12.2B
$94.7M 0.01%
356,779
+13,798
PII icon
1490
Polaris
PII
$3.83B
$94.6M 0.01%
1,735,549
-126,393
PATH icon
1491
UiPath
PATH
$6.05B
$94.4M 0.01%
8,503,907
-806,397
TEM
1492
Tempus AI
TEM
$10.5B
$94.2M 0.01%
2,083,435
+41
KEP icon
1493
Korea Electric Power
KEP
$15.9B
$94.2M 0.01%
6,610,804
+573,651
EUAD
1494
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.16B
$94.2M 0.01%
2,311,162
+2,277,423
DUOL icon
1495
Duolingo
DUOL
$5.81B
$94M 0.01%
953,769
+540,282
OVV icon
1496
Ovintiv
OVV
$15.6B
$93.9M 0.01%
1,581,147
-16,436
EWG icon
1497
iShares MSCI Germany ETF
EWG
$1.58B
$93.8M 0.01%
2,364,211
+446,157
RYAAY icon
1498
Ryanair
RYAAY
$33.6B
$93.7M 0.01%
1,620,737
-180,546
CRUS icon
1499
Cirrus Logic
CRUS
$7.59B
$93.5M 0.01%
646,714
+17,187
IBTG icon
1500
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$93.5M 0.01%
4,079,412
+104,168
58 59
60
61 62