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
THG icon
1726
Hanover Insurance
THG
$6.22B
$73.6M ﹤0.01%
402,613
+37,970
PRIM icon
1727
Primoris Services
PRIM
$8.74B
$73.5M ﹤0.01%
592,432
+185,988
AVT icon
1728
Avnet
AVT
$6.02B
$73.3M ﹤0.01%
1,524,945
+212,573
WING icon
1729
Wingstop
WING
$4.92B
$73.3M ﹤0.01%
307,339
+38,913
QRVO icon
1730
Qorvo
QRVO
$7.4B
$73M ﹤0.01%
863,875
-602,066
IAI icon
1731
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.59B
$73M ﹤0.01%
406,797
-12,581
ALV icon
1732
Autoliv
ALV
$8.26B
$72.8M ﹤0.01%
613,501
+69,040
IYY icon
1733
iShares Dow Jones US ETF
IYY
$2.72B
$72.6M ﹤0.01%
437,954
-15,236
DUOL icon
1734
Duolingo
DUOL
$4.39B
$72.6M ﹤0.01%
413,487
+15,034
CDE icon
1735
Coeur Mining
CDE
$21B
$72.5M ﹤0.01%
4,065,936
-32,944
HIMU
1736
iShares High Yield Muni Active ETF
HIMU
$2.01B
$72.4M ﹤0.01%
1,486,630
+423,017
PSC icon
1737
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.9B
$72.3M ﹤0.01%
1,251,857
-188,808
EWTX icon
1738
Edgewise Therapeutics
EWTX
$3.52B
$72.2M ﹤0.01%
2,910,881
+2,041,203
VIAV icon
1739
Viavi Solutions
VIAV
$9.6B
$72.2M ﹤0.01%
4,050,927
+1,317,298
OUSM icon
1740
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$895M
$72.1M ﹤0.01%
1,648,414
-36,939
GGAL icon
1741
Galicia Financial Group
GGAL
$7.73B
$72M ﹤0.01%
1,335,587
-41,438
BYD icon
1742
Boyd Gaming
BYD
$6.51B
$71.7M ﹤0.01%
841,477
+7,507
PEGA icon
1743
Pegasystems
PEGA
$6.66B
$71.7M ﹤0.01%
1,200,213
-276,983
AMKR icon
1744
Amkor Technology
AMKR
$15B
$71.3M ﹤0.01%
1,806,649
+340,262
IDU icon
1745
iShares US Utilities ETF
IDU
$1.69B
$71.3M ﹤0.01%
657,781
-37,939
QQQE icon
1746
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.2B
$71.2M ﹤0.01%
695,869
+200,167
TAFI icon
1747
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.2B
$71.1M ﹤0.01%
2,818,875
+318,203
HASI icon
1748
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.97B
$71M ﹤0.01%
2,259,054
-346,012
MDYG icon
1749
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.63B
$71M ﹤0.01%
767,912
+92,943
JPLD icon
1750
JPMorgan Limited Duration Bond ETF
JPLD
$3.76B
$70.9M ﹤0.01%
1,354,725
+270,413
68 69
70
71 72