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
RBA icon
1601
RB Global
RBA
$19.2B
$83.4M 0.01%
810,790
-90,999
CIFR icon
1602
Cipher Digital Inc. Common Stock
CIFR
$6.7B
$83.3M 0.01%
5,644,046
+4,162,332
YETI icon
1603
Yeti Holdings
YETI
$2.78B
$83.2M 0.01%
1,884,361
+1,017,947
FSM icon
1604
Fortuna Silver Mines
FSM
$3.2B
$83.1M 0.01%
8,472,690
-674,865
GPI icon
1605
Group 1 Automotive
GPI
$4.01B
$83.1M 0.01%
211,178
-53,069
FBT icon
1606
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.28B
$82.9M ﹤0.01%
401,201
+61,755
TBLL icon
1607
Invesco Short Term Treasury ETF
TBLL
$3.02B
$82.8M ﹤0.01%
784,136
+60,814
AZZ icon
1608
AZZ Inc
AZZ
$4.1B
$82.7M ﹤0.01%
771,358
+51,463
BEKE icon
1609
KE Holdings
BEKE
$18.5B
$82.6M ﹤0.01%
5,240,876
-2,334,207
APAM icon
1610
Artisan Partners
APAM
$2.6B
$82.4M ﹤0.01%
2,022,630
+30,515
NMR icon
1611
Nomura Holdings
NMR
$24.2B
$82.4M ﹤0.01%
9,815,360
+638,424
WF icon
1612
Woori Financial
WF
$17.2B
$82.3M ﹤0.01%
1,399,904
+61,178
OC icon
1613
Owens Corning
OC
$9.19B
$82.1M ﹤0.01%
734,026
-147,308
FTEC icon
1614
Fidelity MSCI Information Technology Index ETF
FTEC
$16B
$82.1M ﹤0.01%
365,438
+22,833
AMX icon
1615
America Movil
AMX
$81.8B
$82.1M ﹤0.01%
3,970,788
+353,632
AEIS icon
1616
Advanced Energy
AEIS
$14.4B
$82M ﹤0.01%
391,641
+42,612
BHF icon
1617
Brighthouse Financial
BHF
$3.47B
$82M ﹤0.01%
1,264,992
+758,010
SCHV icon
1618
Schwab US Large-Cap Value ETF
SCHV
$15.3B
$81.9M ﹤0.01%
2,766,550
+152,662
PGX icon
1619
Invesco Preferred ETF
PGX
$3.86B
$81.7M ﹤0.01%
7,271,262
-573,619
ITRI icon
1620
Itron
ITRI
$4.17B
$81.7M ﹤0.01%
880,118
+33,142
GTO icon
1621
Invesco Total Return Bond ETF
GTO
$2.12B
$81.7M ﹤0.01%
1,722,422
+70,358
ICF icon
1622
iShares Select U.S. REIT ETF
ICF
$2.06B
$81.6M ﹤0.01%
1,367,217
+13,815
AVDV icon
1623
Avantis International Small Cap Value ETF
AVDV
$18.4B
$81.6M ﹤0.01%
867,838
+135,519
EWG icon
1624
iShares MSCI Germany ETF
EWG
$1.42B
$81.5M ﹤0.01%
1,918,054
-366,809
MSGS icon
1625
Madison Square Garden
MSGS
$7.97B
$81.5M ﹤0.01%
314,962
-62,412
63 64
65
66 67