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
TDIV icon
976
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.7B
$186M 0.01%
1,888,685
-59,367
BNDW icon
977
Vanguard Total World Bond ETF
BNDW
$1.51B
$186M 0.01%
2,671,228
+64,030
GEN icon
978
Gen Digital
GEN
$17.1B
$186M 0.01%
6,552,503
+267,628
EUFN icon
979
iShares MSCI Europe Financials ETF
EUFN
$4.45B
$186M 0.01%
5,405,853
+697,375
HAS icon
980
Hasbro
HAS
$11.4B
$185M 0.01%
2,443,500
-396,409
SMMU icon
981
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
$185M 0.01%
3,662,280
+349,554
CPB icon
982
Campbell Soup
CPB
$8.57B
$185M 0.01%
5,851,150
+1,500,809
BSCR icon
983
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.38B
$184M 0.01%
9,358,226
+475,873
UTHR icon
984
United Therapeutics
UTHR
$21.3B
$184M 0.01%
438,804
+41,290
ZBRA icon
985
Zebra Technologies
ZBRA
$13.6B
$184M 0.01%
618,881
-3,833
AVAV icon
986
AeroVironment
AVAV
$11.7B
$183M 0.01%
581,795
+173,585
SMIG icon
987
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.15B
$183M 0.01%
6,170,703
+524,050
REXR icon
988
Rexford Industrial Realty
REXR
$9.61B
$183M 0.01%
4,444,907
+3,137,054
SPMD icon
989
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
$182M 0.01%
3,189,962
+211,346
CGCB icon
990
Capital Group Core Bond ETF
CGCB
$3.5B
$182M 0.01%
6,849,040
+835,936
JEF icon
991
Jefferies Financial Group
JEF
$12.8B
$182M 0.01%
2,782,183
-98,112
COLM icon
992
Columbia Sportswear
COLM
$3.08B
$182M 0.01%
3,474,776
-526,628
TSN icon
993
Tyson Foods
TSN
$21B
$182M 0.01%
3,343,064
-59,128
CGMS icon
994
Capital Group US Multi-Sector Income ETF
CGMS
$3.78B
$181M 0.01%
6,515,517
+911,416
IHI icon
995
iShares US Medical Devices ETF
IHI
$4.19B
$181M 0.01%
3,007,403
+78,770
MOS icon
996
The Mosaic Company
MOS
$7.89B
$180M 0.01%
5,204,015
-136,690
CBZ icon
997
CBIZ
CBZ
$2.91B
$180M 0.01%
3,401,097
+150,698
EFAV icon
998
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$180M 0.01%
2,119,850
+28,597
TW icon
999
Tradeweb Markets
TW
$22.2B
$179M 0.01%
1,617,120
-387,545
JHMM icon
1000
John Hancock Multifactor Mid Cap ETF
JHMM
$4.62B
$179M 0.01%
2,774,058
-214,146
38 39
40
41 42