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
RING icon
2126
iShares MSCI Global Gold Miners ETF
RING
$3.52B
$47.6M ﹤0.01%
646,005
-21,694
LCID icon
2127
Lucid Motors
LCID
$2.88B
$47.4M ﹤0.01%
4,487,208
+3,081,346
CRGY icon
2128
Crescent Energy
CRGY
$3.99B
$47.4M ﹤0.01%
5,650,795
+2,419,996
SYFI
2129
AB Short Duration High Yield ETF
SYFI
$892M
$47.4M ﹤0.01%
1,318,594
+227,995
CVSA
2130
Covista Inc.
CVSA
$3.92B
$47.4M ﹤0.01%
457,746
+20,683
TPC
2131
Tutor Perini Cor
TPC
$4.53B
$47.3M ﹤0.01%
706,247
+124,843
PI icon
2132
Impinj
PI
$3.21B
$47.3M ﹤0.01%
271,748
-408,954
PKX icon
2133
POSCO
PKX
$18.9B
$47.3M ﹤0.01%
888,572
+86,922
EFXT
2134
Enerflex
EFXT
$2.76B
$47.2M ﹤0.01%
3,060,896
+203,623
SOC icon
2135
Sable Offshore Corp
SOC
$1.88B
$47.2M ﹤0.01%
5,233,890
+4,388,030
PIZ icon
2136
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$759M
$47.2M ﹤0.01%
962,626
+118,538
BCI icon
2137
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.51B
$47.1M ﹤0.01%
2,413,874
+82,953
EMGF icon
2138
iShares Emerging Markets Equity Factor ETF
EMGF
$1.68B
$47.1M ﹤0.01%
814,633
-23,155
ATAT icon
2139
Atour Lifestyle Holdings
ATAT
$5.16B
$47.1M ﹤0.01%
1,195,127
-497,092
WMG icon
2140
Warner Music
WMG
$15.2B
$47M ﹤0.01%
1,533,698
+111,463
TIGO icon
2141
Millicom
TIGO
$13.5B
$47M ﹤0.01%
847,747
+234,030
SQM icon
2142
Sociedad Química y Minera de Chile
SQM
$25.4B
$46.9M ﹤0.01%
681,479
+37,858
TOLZ icon
2143
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$184M
$46.9M ﹤0.01%
865,682
+383,746
GVI icon
2144
iShares Intermediate Government/Credit Bond ETF
GVI
$3.84B
$46.8M ﹤0.01%
435,555
-51,574
ALHC icon
2145
Alignment Healthcare
ALHC
$4.35B
$46.7M ﹤0.01%
2,362,546
+384,448
SFD
2146
Smithfield Foods
SFD
$11.3B
$46.6M ﹤0.01%
2,088,209
+137,624
LOAR icon
2147
Loar Holdings
LOAR
$6.29B
$46.6M ﹤0.01%
685,320
+134,294
MAC icon
2148
Macerich
MAC
$5.51B
$46.5M ﹤0.01%
2,517,835
+172,661
JOYY
2149
JOYY Inc
JOYY
$3.11B
$46.4M ﹤0.01%
716,719
+57,792
SGML icon
2150
Sigma Lithium
SGML
$1.96B
$46.3M ﹤0.01%
3,510,685
+3,094,575
84 85
86
87 88