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
EWW icon
1651
iShares MSCI Mexico ETF
EWW
$2.25B
$79.2M ﹤0.01%
1,142,007
-567,920
BRKR icon
1652
Bruker
BRKR
$5.72B
$79M ﹤0.01%
1,676,840
-508,858
GSEW icon
1653
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.63B
$78.9M ﹤0.01%
927,246
+203,219
IQDG icon
1654
WisdomTree International Quality Dividend Growth Fund
IQDG
$727M
$78.9M ﹤0.01%
1,902,500
-27,794
IBDV icon
1655
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.02B
$78.8M ﹤0.01%
3,572,524
+663,076
RNAM
1656
DELISTED
Avidity Biosciences
RNAM
$78.8M ﹤0.01%
1,092,482
+400,970
LW icon
1657
Lamb Weston
LW
$5.83B
$78.8M ﹤0.01%
1,881,007
-195,037
TKR icon
1658
Timken Company
TKR
$7.45B
$78.6M ﹤0.01%
934,236
-180,218
GLNG icon
1659
Golar LNG
GLNG
$5.42B
$78.5M ﹤0.01%
2,110,671
+259,915
AGCO icon
1660
AGCO
AGCO
$8.78B
$78.5M ﹤0.01%
752,166
+61,199
LUMN icon
1661
Lumen
LUMN
$7.66B
$78.4M ﹤0.01%
10,095,977
-537,079
CMC icon
1662
Commercial Metals
CMC
$7.3B
$78.4M ﹤0.01%
1,132,879
-260,737
KTB icon
1663
Kontoor Brands
KTB
$3.97B
$78.4M ﹤0.01%
1,283,592
+104,296
DWLD icon
1664
Davis Select Worldwide ETF
DWLD
$547M
$78.4M ﹤0.01%
1,680,607
+111,744
USPH icon
1665
US Physical Therapy
USPH
$1.16B
$78.4M ﹤0.01%
1,003,333
-129,484
MDU icon
1666
MDU Resources
MDU
$4.57B
$78.3M ﹤0.01%
4,012,339
+353,168
MT icon
1667
ArcelorMittal
MT
$46.2B
$78.3M ﹤0.01%
1,718,345
-56,792
ECG
1668
Everus Construction Group
ECG
$6.65B
$78.2M ﹤0.01%
914,533
-263,013
MMIN icon
1669
IQ MacKay Municipal Insured ETF
MMIN
$425M
$78.2M ﹤0.01%
3,267,570
+339,349
ARLP icon
1670
Alliance Resource Partners
ARLP
$3.38B
$78.1M ﹤0.01%
3,363,174
+1,641,741
AMH icon
1671
American Homes 4 Rent
AMH
$10.8B
$78.1M ﹤0.01%
2,432,689
+39,869
FOLD icon
1672
Amicus Therapeutics
FOLD
$4.54B
$78M ﹤0.01%
5,479,689
+2,281,019
TMFC icon
1673
Motley Fool 100 Index ETF
TMFC
$1.86B
$77.9M ﹤0.01%
1,086,008
+986,469
BITQ icon
1674
Bitwise Crypto Industry Innovators ETF
BITQ
$378M
$77.9M ﹤0.01%
3,910,750
+592,735
LPX icon
1675
Louisiana-Pacific
LPX
$5.22B
$77.9M ﹤0.01%
964,411
+390,808
65 66
67
68 69