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
LB
776
LandBridge Co
LB
$1.44B
$264M 0.02%
4,948,836
+328,840
PDI icon
777
PIMCO Dynamic Income Fund
PDI
$7.39B
$264M 0.02%
13,332,975
+771,168
UNM icon
778
Unum
UNM
$12.9B
$264M 0.02%
3,389,247
-483,372
FOXA icon
779
Fox Class A
FOXA
$31.8B
$263M 0.02%
4,178,453
-104,221
SOFI icon
780
SoFi Technologies
SOFI
$33.3B
$263M 0.02%
9,973,108
-3,723,661
NSIT icon
781
Insight Enterprises
NSIT
$2.46B
$263M 0.02%
2,319,662
+435,668
CHRW icon
782
C.H. Robinson
CHRW
$18.6B
$263M 0.02%
1,984,596
+103,410
MEDP icon
783
Medpace
MEDP
$15.8B
$263M 0.02%
510,923
+22,696
SBAC icon
784
SBA Communications
SBAC
$20.3B
$262M 0.02%
1,353,954
-201,278
EIX icon
785
Edison International
EIX
$22.7B
$261M 0.02%
4,723,545
-101,012
BIDU icon
786
Baidu
BIDU
$41B
$259M 0.02%
1,963,838
+803,718
MRNA icon
787
Moderna
MRNA
$11.8B
$257M 0.02%
9,962,232
+1,858,694
MP icon
788
MP Materials
MP
$9.57B
$257M 0.02%
3,829,891
-189,614
SNA icon
789
Snap-on
SNA
$18.3B
$257M 0.02%
741,233
-33,509
ALB icon
790
Albemarle
ALB
$15.7B
$257M 0.02%
3,166,800
+789,410
NBIX icon
791
Neurocrine Biosciences
NBIX
$15.2B
$256M 0.02%
1,826,937
+7,192
SSD icon
792
Simpson Manufacturing
SSD
$6.96B
$256M 0.02%
1,531,426
-46,221
LSTR icon
793
Landstar System
LSTR
$5.01B
$256M 0.02%
2,091,358
-931,373
OKLO
794
Oklo
OKLO
$13.1B
$256M 0.02%
2,295,349
+1,002,946
MSDL icon
795
Morgan Stanley Direct Lending Fund
MSDL
$1.49B
$256M 0.02%
15,903,143
+289,182
CIEN icon
796
Ciena
CIEN
$30.9B
$254M 0.02%
1,741,875
-128,205
KEY icon
797
KeyCorp
KEY
$22.4B
$253M 0.02%
13,550,859
+131,772
IDA icon
798
Idacorp
IDA
$6.81B
$253M 0.02%
1,915,095
+539,660
EMXC icon
799
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$252M 0.02%
3,732,465
-116,409
HYLS icon
800
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$252M 0.02%
5,987,350
+363,855
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