Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
326
United Parcel Service
UPS
$84.8B
$892M 0.05%
10,684,511
+1,019,029
GDDY icon
327
GoDaddy
GDDY
$16.8B
$891M 0.05%
6,514,217
+469,950
IDEV icon
328
iShares Core MSCI International Developed Markets ETF
IDEV
$23.5B
$891M 0.05%
11,111,563
+378,466
CACI icon
329
CACI
CACI
$12.2B
$890M 0.05%
1,784,741
-38,387
USFR icon
330
WisdomTree Floating Rate Treasury Fund
USFR
$16.5B
$888M 0.05%
17,659,529
-1,078,651
RSG icon
331
Republic Services
RSG
$66.4B
$885M 0.05%
3,857,782
+11,353
GRAB icon
332
Grab
GRAB
$20.1B
$872M 0.05%
144,869,377
-3,245,063
DYNF icon
333
BlackRock US Equity Factor Rotation ETF
DYNF
$30.1B
$872M 0.05%
14,728,946
+2,232,892
VV icon
334
Vanguard Large-Cap ETF
VV
$46.7B
$872M 0.05%
2,831,708
+3,337
VXUS icon
335
Vanguard Total International Stock ETF
VXUS
$115B
$870M 0.05%
11,842,728
+485,188
ELV icon
336
Elevance Health
ELV
$77.9B
$867M 0.05%
2,683,650
-355,815
SPYG icon
337
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.5B
$865M 0.05%
8,279,762
+64,708
MUB icon
338
iShares National Muni Bond ETF
MUB
$41.5B
$862M 0.05%
8,090,832
-403,358
RACE icon
339
Ferrari
RACE
$65.3B
$862M 0.05%
1,775,525
+212,324
VOT icon
340
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$860M 0.05%
2,928,796
+72,188
MKL icon
341
Markel Group
MKL
$26.8B
$857M 0.05%
448,427
-23,464
XLY icon
342
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.3B
$851M 0.05%
3,550,688
-1,676,449
MDB icon
343
MongoDB
MDB
$34B
$844M 0.05%
2,720,046
+933,176
VTWO icon
344
Vanguard Russell 2000 ETF
VTWO
$13.8B
$843M 0.05%
8,618,874
+88,700
PWR icon
345
Quanta Services
PWR
$64.3B
$841M 0.05%
2,030,332
+148,089
OKE icon
346
Oneok
OKE
$44.7B
$840M 0.05%
11,513,056
+243,862
MTUM icon
347
iShares MSCI USA Momentum Factor ETF
MTUM
$20.2B
$836M 0.05%
3,260,276
+739,203
KMI icon
348
Kinder Morgan
KMI
$58.5B
$832M 0.05%
29,390,387
-1,300,174
SGOV icon
349
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.7B
$831M 0.05%
8,251,307
-145,379
VOE icon
350
Vanguard Mid-Cap Value ETF
VOE
$19.8B
$830M 0.05%
4,755,529
+145,068
12 13
14
15 16