Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDWM icon
1551
WisdomTree Dynamic International Equity Fund
DDWM
$1.35B
$88.9M 0.01%
2,041,359
+133,779
KMX icon
1552
CarMax
KMX
$6.62B
$88.9M 0.01%
2,300,103
-182,737
JNK icon
1553
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.9B
$88.8M 0.01%
913,187
+80,106
BLOK icon
1554
Amplify Blockchain Technology ETF
BLOK
$1B
$88.7M 0.01%
1,559,411
+191,238
HQH
1555
abrdn Healthcare Investors
HQH
$1.05B
$88.7M 0.01%
4,683,466
+481,548
FSMB icon
1556
First Trust Short Duration Managed Municipal ETF
FSMB
$587M
$88.5M 0.01%
4,412,903
+16,783
DIOD icon
1557
Diodes
DIOD
$3.82B
$88.4M 0.01%
1,791,915
-225,362
R icon
1558
Ryder
R
$8.58B
$88.4M 0.01%
461,685
-110,517
TTMI icon
1559
TTM Technologies
TTMI
$12.6B
$88.4M 0.01%
1,280,522
-132,819
AIT icon
1560
Applied Industrial Technologies
AIT
$10.8B
$88.1M 0.01%
342,981
-3,445
BOE icon
1561
BlackRock Enhanced Global Dividend Trust
BOE
$638M
$88.1M 0.01%
7,519,901
+220,422
PAG icon
1562
Penske Automotive Group
PAG
$10.3B
$88M 0.01%
556,135
+9,686
FDT icon
1563
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.16B
$87.9M 0.01%
1,107,012
+36,023
CTRE icon
1564
CareTrust REIT
CTRE
$8.86B
$87.9M 0.01%
2,430,189
+264,799
AVLV icon
1565
Avantis US Large Cap Value ETF
AVLV
$10.8B
$87.8M 0.01%
1,159,380
+32,087
BEPC icon
1566
Brookfield Renewable
BEPC
$7.67B
$87.8M 0.01%
2,289,593
+102,561
MDGL icon
1567
Madrigal Pharmaceuticals
MDGL
$11.9B
$87.6M 0.01%
150,462
-99,185
FLXR
1568
TCW Flexible Income ETF
FLXR
$2.87B
$87.5M 0.01%
2,209,223
+1,781,091
ZWS icon
1569
Zurn Elkay Water Solutions
ZWS
$8B
$87.5M 0.01%
1,881,211
+102,570
VNET
1570
VNET Group
VNET
$2.27B
$87.4M 0.01%
10,332,297
-1,151,284
PXF icon
1571
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.73B
$87.4M 0.01%
1,332,723
-31,453
APLD icon
1572
Applied Digital
APLD
$7.5B
$87.3M 0.01%
3,561,014
+975,657
ANF icon
1573
Abercrombie & Fitch
ANF
$4.42B
$86.5M 0.01%
687,278
-264,095
AMRZ
1574
Amrize Ltd
AMRZ
$32.1B
$86.3M 0.01%
1,596,175
+1,099,381
ICLR icon
1575
Icon
ICLR
$8.16B
$86.3M 0.01%
473,639
-26,741
61 62
63
64 65