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
XMMO icon
801
Invesco S&P MidCap Momentum ETF
XMMO
$5.01B
$251M 0.02%
1,859,268
+185,178
PCG icon
802
PG&E
PCG
$33.8B
$251M 0.02%
16,634,850
-1,107,775
PFG icon
803
Principal Financial Group
PFG
$19.9B
$251M 0.02%
3,024,188
-148,648
JPIE icon
804
JPMorgan Income ETF
JPIE
$6.54B
$250M 0.02%
5,396,167
+1,590,629
SPGP icon
805
Invesco S&P 500 GARP ETF
SPGP
$2.48B
$250M 0.02%
2,201,103
-221,877
DLN icon
806
WisdomTree US LargeCap Dividend Fund
DLN
$5.58B
$249M 0.02%
2,865,779
-88,600
SPSM icon
807
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
$249M 0.02%
5,372,230
+460,098
GL icon
808
Globe Life
GL
$11.2B
$248M 0.02%
1,734,690
-37,256
TRP icon
809
TC Energy
TRP
$57B
$248M 0.02%
4,556,350
-260,373
WSO icon
810
Watsco Inc
WSO
$14B
$248M 0.02%
612,942
+22,782
FUTU icon
811
Futu Holdings
FUTU
$22.5B
$247M 0.02%
1,421,261
+149,235
GPN icon
812
Global Payments
GPN
$19.3B
$246M 0.01%
2,960,982
-51,624
PDBC icon
813
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
$246M 0.01%
18,292,705
-233,584
SCHF icon
814
Schwab International Equity ETF
SCHF
$53.2B
$246M 0.01%
10,551,677
+197,812
NVR icon
815
NVR
NVR
$20.9B
$245M 0.01%
30,474
-1,239
COHR icon
816
Coherent
COHR
$28B
$244M 0.01%
2,268,665
+803,075
PB icon
817
Prosperity Bancshares
PB
$6.84B
$243M 0.01%
3,664,679
+329,831
IQLT icon
818
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$243M 0.01%
5,494,532
+359,939
GSY icon
819
Invesco Ultra Short Duration ETF
GSY
$3.24B
$242M 0.01%
4,820,226
+767,759
CGUS icon
820
Capital Group Core Equity ETF
CGUS
$8.05B
$242M 0.01%
6,122,857
+1,114,031
EXR icon
821
Extra Space Storage
EXR
$28.3B
$242M 0.01%
1,715,256
-47,637
EMN icon
822
Eastman Chemical
EMN
$7.29B
$241M 0.01%
3,826,505
-439,613
EQR icon
823
Equity Residential
EQR
$23.2B
$240M 0.01%
3,709,591
+36,367
BBY icon
824
Best Buy
BBY
$15.3B
$240M 0.01%
3,172,383
+46,070
RGA icon
825
Reinsurance Group of America
RGA
$13.4B
$239M 0.01%
1,243,319
+1,201
31 32
33
34 35