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
VMC icon
526
Vulcan Materials
VMC
$39.2B
$492M 0.03%
1,600,709
+48,582
LPLA icon
527
LPL Financial
LPLA
$29.9B
$492M 0.03%
1,479,651
+105,654
RDDT icon
528
Reddit
RDDT
$41.4B
$490M 0.03%
2,129,734
+330,713
PFF icon
529
iShares Preferred and Income Securities ETF
PFF
$14.2B
$487M 0.03%
15,392,268
+89,059
GIS icon
530
General Mills
GIS
$25.1B
$486M 0.03%
9,637,447
+357,730
STLD icon
531
Steel Dynamics
STLD
$24.7B
$483M 0.03%
3,465,423
+341,125
TIP icon
532
iShares TIPS Bond ETF
TIP
$14B
$482M 0.03%
4,337,930
+204,313
BN icon
533
Brookfield
BN
$102B
$480M 0.03%
10,503,647
+385,259
DG icon
534
Dollar General
DG
$29.3B
$480M 0.03%
4,645,585
-194,538
USHY icon
535
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$480M 0.03%
12,706,997
+151,484
ESGU icon
536
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$480M 0.03%
3,293,469
+1,077,891
DSI icon
537
iShares MSCI KLD 400 Social ETF
DSI
$5.06B
$479M 0.03%
3,806,077
-24,725
OMC icon
538
Omnicom Group
OMC
$25.5B
$479M 0.03%
5,877,506
+1,641,541
RF icon
539
Regions Financial
RF
$24B
$478M 0.03%
18,124,476
-995,985
SEIC icon
540
SEI Investments
SEIC
$10B
$475M 0.03%
5,593,742
-40,586
FLUT icon
541
Flutter Entertainment
FLUT
$38.5B
$473M 0.03%
1,862,395
-341,532
PAVE icon
542
Global X US Infrastructure Development ETF
PAVE
$9.96B
$473M 0.03%
9,929,784
+264,594
EWZ icon
543
iShares MSCI Brazil ETF
EWZ
$6.66B
$472M 0.03%
15,227,312
+1,297,922
WEC icon
544
WEC Energy
WEC
$34.2B
$470M 0.03%
4,103,564
-152,377
VFH icon
545
Vanguard Financials ETF
VFH
$13.4B
$468M 0.03%
3,568,582
+166,054
CLS icon
546
Celestica
CLS
$34.9B
$466M 0.03%
1,890,368
-227,825
AMG icon
547
Affiliated Managers Group
AMG
$7.75B
$463M 0.03%
1,941,518
-75,976
VYMI icon
548
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$462M 0.03%
5,451,457
+130,669
RJF icon
549
Raymond James Financial
RJF
$32B
$461M 0.03%
2,670,096
+421,357
HSBC icon
550
HSBC
HSBC
$258B
$461M 0.03%
6,490,410
+200,839
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