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
IJJ icon
501
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$523M 0.03%
4,028,085
-248,666
BIV icon
502
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$522M 0.03%
6,681,304
+345,562
KHC icon
503
Kraft Heinz
KHC
$29B
$520M 0.03%
19,977,025
+4,077,610
TSCO icon
504
Tractor Supply
TSCO
$28B
$519M 0.03%
9,125,205
+824,732
HIG icon
505
Hartford Financial Services
HIG
$38.7B
$518M 0.03%
3,884,167
+227,262
NUE icon
506
Nucor
NUE
$37.1B
$516M 0.03%
3,811,477
-58,633
DDOG icon
507
Datadog
DDOG
$49.8B
$516M 0.03%
3,623,383
+710,675
MPWR icon
508
Monolithic Power Systems
MPWR
$45.5B
$514M 0.03%
558,671
-6,348
WBD icon
509
Warner Bros
WBD
$73.6B
$512M 0.03%
26,207,929
+451,683
EW icon
510
Edwards Lifesciences
EW
$48.4B
$506M 0.03%
6,509,350
-985,242
TEAM icon
511
Atlassian
TEAM
$41.9B
$505M 0.03%
3,164,698
+1,029,534
NDAQ icon
512
Nasdaq
NDAQ
$53.1B
$504M 0.03%
5,698,719
+297,993
PSA icon
513
Public Storage
PSA
$47.8B
$504M 0.03%
1,743,871
+10,321
BMNR
514
BitMine Immersion Technologies
BMNR
$13.2B
$504M 0.03%
9,696,703
+9,669,218
FE icon
515
FirstEnergy
FE
$25.8B
$503M 0.03%
10,985,238
+795,489
CVNA icon
516
Carvana
CVNA
$63.3B
$500M 0.03%
1,326,454
+33,914
MSSM
517
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$675M
$498M 0.03%
9,799,125
-77,989
GBIL icon
518
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.51B
$498M 0.03%
4,966,608
-94,522
MCHP icon
519
Microchip Technology
MCHP
$36.3B
$498M 0.03%
7,748,062
+208,463
FITB icon
520
Fifth Third Bancorp
FITB
$31.6B
$497M 0.03%
11,161,357
+1,166,600
ATO icon
521
Atmos Energy
ATO
$27.6B
$497M 0.03%
2,908,094
+408,214
IWV icon
522
iShares Russell 3000 ETF
IWV
$18.3B
$496M 0.03%
1,310,089
+25,224
SPYV icon
523
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$496M 0.03%
8,969,129
-827,100
DLB icon
524
Dolby
DLB
$6.36B
$496M 0.03%
6,851,211
-238,632
SOXX icon
525
iShares Semiconductor ETF
SOXX
$16.7B
$494M 0.03%
1,821,499
-2,000,970
19 20
21
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