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
EXG icon
876
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.84B
$218M 0.01%
24,007,612
+474,611
APLS icon
877
Apellis Pharmaceuticals
APLS
$3.19B
$218M 0.01%
9,643,248
-108,953
VRP icon
878
Invesco Variable Rate Preferred ETF
VRP
$2.32B
$218M 0.01%
8,828,900
+844,381
EGP icon
879
EastGroup Properties
EGP
$9.74B
$218M 0.01%
1,287,609
-33,078
PTLC icon
880
Pacer Trendpilot US Large Cap ETF
PTLC
$3.4B
$217M 0.01%
3,969,393
-161,379
L icon
881
Loews
L
$21.6B
$217M 0.01%
2,160,380
+151,566
QQEW icon
882
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.89B
$216M 0.01%
1,531,747
-14,118
EVMO
883
Eaton Vance Mortgage Opportunities ETF
EVMO
$774M
$216M 0.01%
+4,274,774
VTIP icon
884
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$216M 0.01%
4,267,915
+20,299
SCZ icon
885
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.6B
$216M 0.01%
2,815,940
+449,170
BLDR icon
886
Builders FirstSource
BLDR
$12B
$216M 0.01%
1,779,563
+30,480
GLPI icon
887
Gaming and Leisure Properties
GLPI
$12.3B
$215M 0.01%
4,617,704
+65,622
COLB icon
888
Columbia Banking Systems
COLB
$8.75B
$215M 0.01%
8,342,318
+164,237
DECK icon
889
Deckers Outdoor
DECK
$15.2B
$214M 0.01%
2,114,809
-208,586
GDXJ icon
890
VanEck Junior Gold Miners ETF
GDXJ
$9.29B
$214M 0.01%
2,161,121
+441,649
GSK icon
891
GSK
GSK
$99.4B
$214M 0.01%
4,949,228
-225,027
EQNR icon
892
Equinor
EQNR
$57.3B
$213M 0.01%
8,757,132
-122,569
AIQ icon
893
Global X Artificial Intelligence & Technology ETF
AIQ
$7.06B
$213M 0.01%
4,312,724
+988,823
LNT icon
894
Alliant Energy
LNT
$16.8B
$212M 0.01%
3,151,558
-343,726
ASHR icon
895
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.74B
$212M 0.01%
6,441,489
+463,179
IREN icon
896
Iris Energy
IREN
$10.2B
$212M 0.01%
4,509,672
-956,544
FSIG icon
897
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.41B
$212M 0.01%
11,013,206
+466,068
BNDX icon
898
Vanguard Total International Bond ETF
BNDX
$73.7B
$211M 0.01%
4,265,986
+374,084
GCOW icon
899
Pacer Global Cash Cows Dividend ETF
GCOW
$2.67B
$211M 0.01%
5,324,078
+22,095
IBP icon
900
Installed Building Products
IBP
$7.35B
$211M 0.01%
855,011
+271,610
34 35
36
37 38