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
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPAY icon
776
Corpay
CPAY
$20.4B
$244M 0.02%
736,398
+77,161
DPZ icon
777
Domino's
DPZ
$14.1B
$243M 0.02%
539,746
+50,361
EMXC icon
778
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
$243M 0.02%
3,848,874
-2,323,914
PNR icon
779
Pentair
PNR
$17.4B
$243M 0.02%
2,367,180
-283,212
DLN icon
780
WisdomTree US LargeCap Dividend Fund
DLN
$5.49B
$243M 0.02%
2,954,379
-9,536
EXPD icon
781
Expeditors International
EXPD
$19.8B
$243M 0.02%
2,123,970
+64,688
WSM icon
782
Williams-Sonoma
WSM
$21.6B
$242M 0.02%
1,483,154
+159,078
IDV icon
783
iShares International Select Dividend ETF
IDV
$6.25B
$242M 0.02%
7,017,165
+58,467
PYLD icon
784
PIMCO Multi Sector Bond Active ETF
PYLD
$9.37B
$242M 0.02%
9,124,129
+3,657,313
CRS icon
785
Carpenter Technology
CRS
$16.1B
$242M 0.02%
875,310
+518,195
PDBC icon
786
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$242M 0.02%
18,526,289
-2,658,032
GPN icon
787
Global Payments
GPN
$17.5B
$241M 0.02%
3,012,606
-1,080,172
SNA icon
788
Snap-on
SNA
$17.7B
$241M 0.02%
774,742
+14,809
BXSL icon
789
Blackstone Secured Lending
BXSL
$6.3B
$240M 0.02%
7,808,763
+586,668
FOXA icon
790
Fox Class A
FOXA
$28.7B
$240M 0.02%
4,282,674
+486,076
CGGO icon
791
Capital Group Global Growth Equity ETF
CGGO
$7.7B
$240M 0.02%
7,498,646
+178,539
AMCR icon
792
Amcor
AMCR
$19.6B
$240M 0.02%
26,080,300
+7,072,204
ITB icon
793
iShares US Home Construction ETF
ITB
$2.64B
$240M 0.02%
2,572,015
+787,798
DECK icon
794
Deckers Outdoor
DECK
$12.5B
$239M 0.02%
2,323,395
+448,400
PDI icon
795
PIMCO Dynamic Income Fund
PDI
$7.5B
$238M 0.02%
12,561,807
-530,279
NVST icon
796
Envista
NVST
$3.46B
$238M 0.02%
12,170,516
-1,648,165
B
797
Barrick Mining
B
$66B
$237M 0.02%
11,403,178
-791,350
FNDF icon
798
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$237M 0.02%
5,929,210
+248,760
CNI icon
799
Canadian National Railway
CNI
$57B
$237M 0.02%
2,280,449
-607,318
ARGX icon
800
argenx
ARGX
$56.5B
$237M 0.02%
429,291
-447,859
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