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
EXPD icon
726
Expeditors International
EXPD
$20.3B
$299M 0.02%
2,435,043
+311,073
SPEM icon
727
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
$298M 0.02%
6,375,260
+945,482
KEX icon
728
Kirby Corp
KEX
$6.02B
$296M 0.02%
3,551,066
+230,074
KVYO icon
729
Klaviyo
KVYO
$9.01B
$296M 0.02%
10,691,930
+6,248,281
VICI icon
730
VICI Properties
VICI
$30.6B
$296M 0.02%
9,077,334
+637,173
CGGO icon
731
Capital Group Global Growth Equity ETF
CGGO
$7.95B
$295M 0.02%
8,639,404
+1,140,758
LDOS icon
732
Leidos
LDOS
$24.3B
$293M 0.02%
1,550,234
-39,700
DXCM icon
733
DexCom
DXCM
$26.1B
$293M 0.02%
4,352,808
-1,249,747
OMFL icon
734
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.92B
$293M 0.02%
4,858,166
-18,285
H icon
735
Hyatt Hotels
H
$15.3B
$292M 0.02%
2,054,844
-210,285
KTOS icon
736
Kratos Defense & Security Solutions
KTOS
$12.8B
$291M 0.02%
3,186,488
+804,991
XOP icon
737
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.87B
$290M 0.02%
2,191,646
-427,849
SCI icon
738
Service Corp International
SCI
$11.1B
$288M 0.02%
3,464,942
+67,491
KNG icon
739
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
$288M 0.02%
5,836,136
-259,042
FEZ icon
740
SPDR Euro Stoxx 50 ETF
FEZ
$4.87B
$288M 0.02%
4,629,272
+444,432
CM icon
741
Canadian Imperial Bank of Commerce
CM
$86B
$286M 0.02%
3,576,382
+585,643
DXJ icon
742
WisdomTree Japan Hedged Equity Fund
DXJ
$4.95B
$286M 0.02%
2,230,024
-45,132
FFIV icon
743
F5
FFIV
$15.3B
$285M 0.02%
882,886
-71,144
FIX icon
744
Comfort Systems
FIX
$34.1B
$285M 0.02%
345,660
+13,590
BMO icon
745
Bank of Montreal
BMO
$93.3B
$285M 0.02%
2,189,088
-343,808
ALAB icon
746
Astera Labs
ALAB
$25.1B
$285M 0.02%
1,454,458
-208,783
BXP icon
747
Boston Properties
BXP
$11.3B
$283M 0.02%
3,805,965
+984,939
SCHG icon
748
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$283M 0.02%
8,864,287
-62,034
XLRE icon
749
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.41B
$281M 0.02%
6,672,087
+40,022
PSKY
750
Paramount Skydance Corp
PSKY
$15.2B
$281M 0.02%
+14,829,379
28 29
30
31 32