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
CGSD icon
1126
Capital Group Short Duration Income ETF
CGSD
$1.8B
$144M 0.01%
5,548,464
+1,202,895
BEKE icon
1127
KE Holdings
BEKE
$20.1B
$144M 0.01%
7,575,083
-1,759,417
EWBC icon
1128
East-West Bancorp
EWBC
$15.6B
$144M 0.01%
1,351,702
-143,139
MTH icon
1129
Meritage Homes
MTH
$5.07B
$144M 0.01%
1,984,589
-169,319
BEN icon
1130
Franklin Resources
BEN
$12.2B
$144M 0.01%
6,214,389
+1,671,916
REG icon
1131
Regency Centers
REG
$12.4B
$144M 0.01%
1,970,758
+20,858
ILCG icon
1132
iShares Morningstar Growth ETF
ILCG
$2.92B
$143M 0.01%
1,372,956
-78,357
NFJ
1133
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.21B
$143M 0.01%
10,980,686
+55,431
SHYG icon
1134
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.86B
$143M 0.01%
3,293,368
+283,398
BG icon
1135
Bunge Global
BG
$18B
$143M 0.01%
1,754,884
-321,028
FLEX icon
1136
Flex
FLEX
$25.4B
$142M 0.01%
2,457,889
-104,176
FLR icon
1137
Fluor
FLR
$7.03B
$142M 0.01%
3,385,523
+448,814
NWG icon
1138
NatWest
NWG
$66B
$142M 0.01%
10,052,102
-351,438
CMA icon
1139
Comerica
CMA
$11.4B
$142M 0.01%
2,074,610
-329,402
BSCQ icon
1140
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$142M 0.01%
7,238,368
+47,631
QTEC icon
1141
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.95B
$142M 0.01%
616,403
+50,026
SUSA icon
1142
iShares ESG Optimized MSCI USA ETF
SUSA
$3.73B
$141M 0.01%
1,040,649
-8,517
MGC icon
1143
Vanguard Mega Cap 300 Index ETF
MGC
$9.09B
$141M 0.01%
577,075
-15,665
LAMR icon
1144
Lamar Advertising Co
LAMR
$13B
$141M 0.01%
1,149,986
+20,688
FIVE icon
1145
Five Below
FIVE
$10.1B
$141M 0.01%
908,732
+360,495
WIX icon
1146
WIX.com
WIX
$5.59B
$141M 0.01%
791,155
+232,940
AKAM icon
1147
Akamai
AKAM
$12.4B
$140M 0.01%
1,853,194
+29,351
SCCO icon
1148
Southern Copper
SCCO
$117B
$140M 0.01%
1,166,648
-345,745
DEO icon
1149
Diageo
DEO
$49.5B
$140M 0.01%
1,470,266
-48,924
TU icon
1150
Telus
TU
$19.8B
$140M 0.01%
8,859,123
+4,200,939
44 45
46
47 48