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
AVEM icon
626
Avantis Emerging Markets Equity ETF
AVEM
$15.2B
$378M 0.02%
5,028,304
+505,481
LYB icon
627
LyondellBasell Industries
LYB
$13.9B
$376M 0.02%
7,671,470
-1,097,544
AES icon
628
AES
AES
$9.87B
$376M 0.02%
28,567,968
+1,713,442
AVB icon
629
AvalonBay Communities
AVB
$25.2B
$375M 0.02%
1,943,740
+393,852
MFG icon
630
Mizuho Financial
MFG
$94.1B
$375M 0.02%
55,917,516
+14,432,307
JKHY icon
631
Jack Henry & Associates
JKHY
$13.6B
$374M 0.02%
2,514,185
-2,803,679
KWEB icon
632
KraneShares CSI China Internet ETF
KWEB
$8.73B
$374M 0.02%
8,893,663
+1,764,861
FV icon
633
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$372M 0.02%
6,013,578
-212,338
ZS icon
634
Zscaler
ZS
$36.7B
$372M 0.02%
1,242,142
-159,762
STZ icon
635
Constellation Brands
STZ
$25B
$372M 0.02%
2,760,497
-98,063
VTR icon
636
Ventas
VTR
$37B
$370M 0.02%
5,292,511
+114,252
JBL icon
637
Jabil
JBL
$23.6B
$370M 0.02%
1,702,174
+77,833
IJS icon
638
iShares S&P Small-Cap 600 Value ETF
IJS
$6.87B
$370M 0.02%
3,342,269
-222,261
IRM icon
639
Iron Mountain
IRM
$24.4B
$368M 0.02%
3,611,399
+104,916
FIS icon
640
Fidelity National Information Services
FIS
$34.5B
$368M 0.02%
5,577,167
-882,755
VFLO icon
641
VictoryShares Free Cash Flow ETF
VFLO
$5.49B
$366M 0.02%
9,773,018
+1,642,500
CGCP icon
642
Capital Group Core Plus Income ETF
CGCP
$6.31B
$366M 0.02%
16,099,062
+1,687,881
ON icon
643
ON Semiconductor
ON
$22.2B
$363M 0.02%
7,371,136
-1,140,696
VOOG icon
644
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$363M 0.02%
832,993
+66,780
FTLS icon
645
First Trust Long/Short Equity ETF
FTLS
$2.13B
$362M 0.02%
5,174,113
-963,858
BJ icon
646
BJs Wholesale Club
BJ
$12B
$361M 0.02%
3,868,184
+756,735
SPLV icon
647
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
$359M 0.02%
4,890,734
-1,189,525
CNQ icon
648
Canadian Natural Resources
CNQ
$67.5B
$359M 0.02%
11,234,585
+458,073
IEI icon
649
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$358M 0.02%
2,993,888
-40,796
IWY icon
650
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$358M 0.02%
1,306,536
+19,689
24 25
26
27 28