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
TFI icon
1051
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$162M 0.01%
3,562,137
+63,326
AA icon
1052
Alcoa
AA
$11.8B
$162M 0.01%
4,933,992
-741,786
AVDE icon
1053
Avantis International Equity ETF
AVDE
$11.3B
$162M 0.01%
2,049,271
+346,451
THC icon
1054
Tenet Healthcare
THC
$17.3B
$161M 0.01%
794,892
+261,555
XHB icon
1055
State Street SPDR S&P Homebuilders ETF
XHB
$1.73B
$161M 0.01%
1,453,355
-527,459
GIB icon
1056
CGI
GIB
$19.9B
$161M 0.01%
1,806,638
+704,168
DB icon
1057
Deutsche Bank
DB
$72.4B
$161M 0.01%
4,547,219
-168,404
ZION icon
1058
Zions Bancorporation
ZION
$8.73B
$161M 0.01%
2,844,602
+380,612
BF.B icon
1059
Brown-Forman Class B
BF.B
$14.1B
$161M 0.01%
5,930,891
-25,489
TAL icon
1060
TAL Education Group
TAL
$7B
$160M 0.01%
14,294,165
-3,067,376
IHDG icon
1061
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.3B
$160M 0.01%
3,468,098
-835,890
KIM icon
1062
Kimco Realty
KIM
$13.7B
$160M 0.01%
7,305,592
+441,853
SF icon
1063
Stifel
SF
$13.2B
$160M 0.01%
1,406,048
-122,862
RECS icon
1064
Columbia Research Enhanced Core ETF
RECS
$4.61B
$159M 0.01%
3,949,914
+548,851
IPG
1065
DELISTED
Interpublic Group of Companies
IPG
$159M 0.01%
5,706,326
+870,277
IDCC icon
1066
InterDigital
IDCC
$9.12B
$159M 0.01%
461,132
-63,989
OKTA icon
1067
Okta
OKTA
$15.6B
$159M 0.01%
1,735,204
-366,251
ASTS icon
1068
AST SpaceMobile
ASTS
$18.9B
$159M 0.01%
3,236,352
-912,357
PAPI icon
1069
Parametric Equity Premium Income ETF
PAPI
$268M
$158M 0.01%
6,084,034
+799,914
TSPA icon
1070
T. Rowe Price US Equity Research ETF
TSPA
$2.11B
$158M 0.01%
3,772,817
-306,546
XP icon
1071
XP
XP
$9.07B
$158M 0.01%
8,410,636
-509,666
WY icon
1072
Weyerhaeuser
WY
$16.9B
$158M 0.01%
6,372,134
-552,794
FTAI icon
1073
FTAI Aviation
FTAI
$18.1B
$158M 0.01%
945,201
+213,195
NGG icon
1074
National Grid
NGG
$75.4B
$158M 0.01%
2,169,687
+70,382
U icon
1075
Unity
U
$19.4B
$157M 0.01%
3,919,871
+576,454
41 42
43
44 45