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
PKG icon
701
Packaging Corp of America
PKG
$18.4B
$315M 0.02%
1,443,491
+90,451
EMBJ
702
Embraer S.A. ADS
EMBJ
$11.6B
$313M 0.02%
5,176,473
+86,500
COOP
703
DELISTED
Mr. Cooper
COOP
$312M 0.02%
1,480,850
-251,504
WTW icon
704
Willis Towers Watson
WTW
$31.5B
$311M 0.02%
901,608
+25,210
SNDK
705
Sandisk
SNDK
$29.9B
$311M 0.02%
2,770,816
+939,067
DKS icon
706
Dick's Sporting Goods
DKS
$19.2B
$311M 0.02%
1,398,116
+342,268
JMTG
707
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.34B
$310M 0.02%
6,082,994
+5,683,465
FLOT icon
708
iShares Floating Rate Bond ETF
FLOT
$8.97B
$310M 0.02%
6,065,125
+380,152
VNLA icon
709
Janus Henderson Short Duration Income ETF
VNLA
$2.85B
$308M 0.02%
6,257,034
+330,336
IYR icon
710
iShares US Real Estate ETF
IYR
$4.31B
$308M 0.02%
3,169,271
-1,848,863
NBIS
711
Nebius Group N.V.
NBIS
$20.7B
$308M 0.02%
2,739,675
+697,878
JD icon
712
JD.com
JD
$41.2B
$307M 0.02%
8,787,077
+3,227,760
IP icon
713
International Paper
IP
$20.4B
$307M 0.02%
6,608,717
+448,905
KNSL icon
714
Kinsale Capital Group
KNSL
$9.06B
$306M 0.02%
720,639
-28,797
TROW icon
715
T. Rowe Price
TROW
$22.6B
$305M 0.02%
2,967,103
-54,499
YMM icon
716
Full Truck Alliance
YMM
$11.9B
$303M 0.02%
23,379,551
-4,321,409
CINF icon
717
Cincinnati Financial
CINF
$25.9B
$303M 0.02%
1,917,694
-60,683
IGIB icon
718
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17B
$303M 0.02%
5,604,915
+467,459
IGM icon
719
iShares Expanded Tech Sector ETF
IGM
$8.77B
$303M 0.02%
2,406,993
+182,075
AEE icon
720
Ameren
AEE
$26.6B
$302M 0.02%
2,894,529
-42,975
CCEP icon
721
Coca-Cola Europacific Partners
CCEP
$41.2B
$301M 0.02%
3,330,520
+155,516
SPMO icon
722
Invesco S&P 500 Momentum ETF
SPMO
$13B
$301M 0.02%
2,482,943
+700,802
WPM icon
723
Wheaton Precious Metals
WPM
$52.8B
$300M 0.02%
2,681,101
+210,493
CNC icon
724
Centene
CNC
$20B
$300M 0.02%
8,398,985
+2,546,310
GPC icon
725
Genuine Parts
GPC
$18.3B
$299M 0.02%
2,154,499
-81,720
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