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
EQH icon
926
Equitable Holdings
EQH
$13.9B
$204M 0.01%
4,016,013
-187,638
BAM icon
927
Brookfield Asset Management
BAM
$85.9B
$203M 0.01%
3,564,907
+1,889,531
VDE icon
928
Vanguard Energy ETF
VDE
$6.9B
$203M 0.01%
1,612,501
+19,662
BKLN icon
929
Invesco Senior Loan ETF
BKLN
$6.6B
$202M 0.01%
9,673,779
-2,677,820
JCPB icon
930
JPMorgan Core Plus Bond ETF
JCPB
$9.01B
$202M 0.01%
4,245,919
+1,130,547
VOX icon
931
Vanguard Communication Services ETF
VOX
$6.13B
$200M 0.01%
1,063,105
-23,483
ESGV icon
932
Vanguard ESG US Stock ETF
ESGV
$11.7B
$199M 0.01%
1,683,727
+8,803
LNTH icon
933
Lantheus
LNTH
$4.31B
$199M 0.01%
3,878,152
+3,137,343
DUSA icon
934
Davis Select US Equity ETF
DUSA
$926M
$199M 0.01%
4,148,437
+180,989
CRDO icon
935
Credo Technology Group
CRDO
$25.3B
$199M 0.01%
1,364,321
-1,818,795
TFLO icon
936
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$198M 0.01%
3,916,262
-201,383
LLYVK icon
937
Liberty Live Group Series C
LLYVK
$7.69B
$198M 0.01%
2,041,644
-2,541
NTR icon
938
Nutrien
NTR
$29.9B
$198M 0.01%
3,370,246
+526,596
PAYC icon
939
Paycom
PAYC
$8.89B
$198M 0.01%
949,789
-130,945
REGL icon
940
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.72B
$197M 0.01%
2,313,901
-42,123
UCON icon
941
First Trust Smith Unconstrained Bond ETF
UCON
$3.13B
$197M 0.01%
7,817,980
+620,926
IYF icon
942
iShares US Financials ETF
IYF
$4.1B
$196M 0.01%
1,550,778
+33,523
CCK icon
943
Crown Holdings
CCK
$11.7B
$196M 0.01%
2,031,712
+494,667
QGEN icon
944
Qiagen
QGEN
$9.67B
$196M 0.01%
4,376,725
+835,774
ESS icon
945
Essex Property Trust
ESS
$16.4B
$195M 0.01%
729,925
-16,206
QYLD icon
946
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.04B
$195M 0.01%
11,484,012
-663,752
TEM
947
Tempus AI
TEM
$12B
$195M 0.01%
2,416,184
-123,271
MAA icon
948
Mid-America Apartment Communities
MAA
$15.6B
$195M 0.01%
1,392,245
-385,960
W icon
949
Wayfair
W
$12.9B
$195M 0.01%
2,177,634
+1,151,277
MNDY icon
950
monday.com
MNDY
$7.75B
$195M 0.01%
1,004,291
+749,900
36 37
38
39 40