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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
ZBRA icon
1526
Zebra Technologies
ZBRA
$13B
$91M 0.01%
435,167
-187,243
IBDR icon
1527
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$90.9M 0.01%
3,750,218
-128,309
VIOO icon
1528
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.09B
$90.5M 0.01%
787,869
+16,135
SKYY icon
1529
First Trust Cloud Computing ETF
SKYY
$2.82B
$90.5M 0.01%
827,252
-83,615
NXST icon
1530
Nexstar Media Group
NXST
$5.32B
$90.1M 0.01%
498,354
-26,130
FXH icon
1531
First Trust Health Care AlphaDEX Fund
FXH
$973M
$90M 0.01%
819,837
-184,305
DOX icon
1532
Amdocs
DOX
$5.51B
$90M 0.01%
1,378,348
-197,568
AOD
1533
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
$89.9M 0.01%
9,764,921
-861,141
BIRK icon
1534
Birkenstock
BIRK
$8.36B
$89.7M 0.01%
2,504,263
-293,456
GOF icon
1535
Guggenheim Strategic Opportunities Fund
GOF
$2.32B
$89.7M 0.01%
8,137,202
+1,116,788
ONTO icon
1536
Onto Innovation
ONTO
$16B
$89.4M 0.01%
436,025
-31,164
OC icon
1537
Owens Corning
OC
$11.5B
$89.4M 0.01%
825,878
+91,852
SKM icon
1538
SK Telecom
SKM
$12.8B
$89.3M 0.01%
3,049,374
+674,375
DT icon
1539
Dynatrace
DT
$12.7B
$89.3M 0.01%
2,414,757
-79,924
SLYG icon
1540
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.1B
$89.2M 0.01%
923,235
-112,044
BPOP icon
1541
Popular Inc
BPOP
$11B
$88.8M 0.01%
661,731
+44,378
NIO icon
1542
NIO
NIO
$12B
$88.8M 0.01%
14,721,369
-547,917
ALV icon
1543
Autoliv
ALV
$9B
$88.7M 0.01%
843,780
+230,279
SITM icon
1544
SiTime
SITM
$18.8B
$88.5M 0.01%
256,259
-139,324
HURN icon
1545
Huron Consulting
HURN
$1.72B
$88.5M 0.01%
693,948
-85,172
EMD
1546
Western Asset Emerging Markets Debt Fund
EMD
$621M
$88.5M 0.01%
9,007,357
+38,893
PHO icon
1547
Invesco Water Resources ETF
PHO
$1.99B
$88.4M 0.01%
1,322,472
+14,351
YPF icon
1548
YPF
YPF
$18.7B
$88.4M 0.01%
1,911,705
+645,893
CALM icon
1549
Cal-Maine
CALM
$4.19B
$88.3M 0.01%
1,115,088
+136,925
CRTO icon
1550
Criteo
CRTO
$1.15B
$88.2M 0.01%
4,919,825
+196,031
60 61
62
63 64