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
QBTS icon
1076
D-Wave Quantum
QBTS
$9.32B
$157M 0.01%
6,340,745
+1,954,377
EEMV icon
1077
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.79B
$156M 0.01%
2,450,641
+3,248
CHE icon
1078
Chemed
CHE
$6.07B
$156M 0.01%
349,261
+3,246
HMC icon
1079
Honda
HMC
$40.1B
$156M 0.01%
5,074,014
+1,582,732
BBIN icon
1080
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.04B
$155M 0.01%
2,216,967
+89,909
MUNI icon
1081
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.42B
$155M 0.01%
2,973,647
+238,682
CRS icon
1082
Carpenter Technology
CRS
$16B
$155M 0.01%
632,469
-242,841
VALE icon
1083
Vale
VALE
$54.2B
$155M 0.01%
14,292,398
-5,453,805
HUBS icon
1084
HubSpot
HUBS
$19.7B
$155M 0.01%
331,283
-159,060
RYAN icon
1085
Ryan Specialty Holdings
RYAN
$6.98B
$155M 0.01%
2,747,717
+313,616
FLJP icon
1086
Franklin FTSE Japan ETF
FLJP
$2.62B
$155M 0.01%
4,473,940
+32,937
SANM icon
1087
Sanmina
SANM
$8.76B
$154M 0.01%
1,341,590
+292,528
EG icon
1088
Everest Group
EG
$13.7B
$154M 0.01%
439,839
-4,488
WH icon
1089
Wyndham Hotels & Resorts
WH
$5.8B
$154M 0.01%
1,927,904
+78,304
LITE icon
1090
Lumentum
LITE
$23B
$154M 0.01%
946,349
+82,051
XYLD icon
1091
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$154M 0.01%
3,911,235
-517,096
EPI icon
1092
WisdomTree India Earnings Fund ETF
EPI
$2.75B
$153M 0.01%
3,471,454
-317,998
MLI icon
1093
Mueller Industries
MLI
$12.6B
$153M 0.01%
1,513,036
+230,294
PFGC icon
1094
Performance Food Group
PFGC
$14.6B
$153M 0.01%
1,469,280
-405,799
VCR icon
1095
Vanguard Consumer Discretionary ETF
VCR
$6.41B
$153M 0.01%
385,153
-21,029
WWD icon
1096
Woodward
WWD
$17.8B
$152M 0.01%
603,301
+228,431
FTV icon
1097
Fortive
FTV
$17.4B
$152M 0.01%
3,101,228
-533,656
RS icon
1098
Reliance Steel & Aluminium
RS
$15.2B
$152M 0.01%
539,680
+53,480
SFM icon
1099
Sprouts Farmers Market
SFM
$7.74B
$151M 0.01%
1,389,720
-139,523
NWSA icon
1100
News Corp Class A
NWSA
$14.6B
$151M 0.01%
4,912,563
-236,202
42 43
44
45 46