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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
ZTO icon
1501
ZTO Express
ZTO
$18.1B
$93.4M 0.01%
3,710,077
-1,749,231
LECO icon
1502
Lincoln Electric
LECO
$13.7B
$93.2M 0.01%
374,305
+24,740
XPEV icon
1503
XPeng
XPEV
$12.5B
$93.2M 0.01%
5,448,873
-406,275
COKE icon
1504
Coca-Cola Consolidated
COKE
$11.9B
$93.1M 0.01%
485,303
+84,571
CENX icon
1505
Century Aluminum
CENX
$4.42B
$93M 0.01%
1,585,230
-23,863
RBA icon
1506
RB Global
RBA
$20.1B
$93M 0.01%
970,396
+159,606
POR icon
1507
Portland General Electric
POR
$6.11B
$92.9M 0.01%
1,760,147
+215,504
FXU icon
1508
First Trust Utilities AlphaDEX Fund
FXU
$819M
$92.9M 0.01%
1,872,458
-1,299,720
FIGR
1509
Figure Technology Solutions
FIGR
$7.03B
$92.9M 0.01%
2,734,923
+2,566,551
EVV
1510
Eaton Vance Limited Duration Income Fund
EVV
$1.08B
$92.8M 0.01%
9,819,818
-183,747
SPTL icon
1511
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$92.7M 0.01%
3,524,389
+858,804
MMIT icon
1512
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$92.7M 0.01%
3,844,590
+1,059,088
VIST icon
1513
Vista Energy
VIST
$7.22B
$92.7M 0.01%
1,227,761
+174,986
SCHV
1514
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$92.6M 0.01%
3,035,400
+268,850
MEGI
1515
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$793M
$92.3M 0.01%
6,284,601
+515,236
SPXC icon
1516
SPX Corp
SPXC
$11B
$92.1M 0.01%
460,753
+182
EAT icon
1517
Brinker International
EAT
$7.95B
$92M 0.01%
644,194
-9,733
FND icon
1518
Floor & Decor
FND
$6.18B
$91.8M 0.01%
1,807,367
-3,312,749
QAI icon
1519
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.01B
$91.6M 0.01%
2,683,705
-735,332
IYC icon
1520
iShares US Consumer Discretionary ETF
IYC
$1.16B
$91.5M 0.01%
944,444
-16,689
AVT icon
1521
Avnet
AVT
$7.15B
$91.5M 0.01%
1,484,729
-40,216
GMED icon
1522
Globus Medical
GMED
$10.6B
$91.4M 0.01%
1,060,500
+136,125
LBRDK icon
1523
Liberty Broadband Class C
LBRDK
$4.41B
$91.3M 0.01%
1,815,047
-143,942
IGF icon
1524
iShares Global Infrastructure ETF
IGF
$10.9B
$91.2M 0.01%
1,361,401
+341,222
SUNC
1525
SunocoCorp LLC
SUNC
$3.58B
$91.1M 0.01%
1,477,751
-19,319
59 60
61
62 63