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
HEI.A icon
1151
HEICO Corp Class A
HEI.A
$33.7B
$139M 0.01%
548,758
+105,798
CNH
1152
CNH Industrial
CNH
$12.3B
$139M 0.01%
12,849,454
+436,938
INSM icon
1153
Insmed
INSM
$42B
$139M 0.01%
963,631
-80,160
ELF icon
1154
e.l.f. Beauty
ELF
$4.55B
$139M 0.01%
1,046,371
+138,435
RPV icon
1155
Invesco S&P 500 Pure Value ETF
RPV
$1.46B
$139M 0.01%
1,394,490
-3,587
CRCL
1156
Circle Internet Group
CRCL
$19.7B
$138M 0.01%
1,044,116
+716,159
RBRK icon
1157
Rubrik
RBRK
$16.3B
$138M 0.01%
1,682,320
+759,657
ARKW icon
1158
ARK Web x.0 ETF
ARKW
$2.23B
$137M 0.01%
783,473
+36,467
PII icon
1159
Polaris
PII
$3.83B
$136M 0.01%
2,347,319
+446,793
BSCT icon
1160
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.48B
$136M 0.01%
7,252,635
+735,706
SPHY icon
1161
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$136M 0.01%
5,688,517
+644,060
BCPC
1162
Balchem Corp
BCPC
$5.05B
$136M 0.01%
906,351
+43,733
CSW
1163
CSW Industrials
CSW
$5.32B
$136M 0.01%
559,951
+158,471
IPAR icon
1164
Interparfums
IPAR
$2.7B
$136M 0.01%
1,380,017
+421,636
INDV icon
1165
Indivior
INDV
$4.45B
$136M 0.01%
5,623,253
+5,055,982
JETS icon
1166
US Global Jets ETF
JETS
$826M
$136M 0.01%
5,499,217
+615,564
KNTK icon
1167
Kinetik
KNTK
$2.33B
$136M 0.01%
3,171,021
+2,891,189
GSIE icon
1168
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.83B
$135M 0.01%
3,293,486
-33,068
WCC icon
1169
WESCO International
WCC
$12.7B
$135M 0.01%
639,415
+10,237
FTI icon
1170
TechnipFMC
FTI
$18.7B
$135M 0.01%
3,424,367
+224,129
MTCH icon
1171
Match Group
MTCH
$7.84B
$135M 0.01%
3,816,585
-1,332,181
FXU icon
1172
First Trust Utilities AlphaDEX Fund
FXU
$1.74B
$134M 0.01%
2,958,750
+205,629
BMI icon
1173
Badger Meter
BMI
$5.45B
$134M 0.01%
752,272
-3,153
NGD
1174
New Gold Inc
NGD
$6.63B
$134M 0.01%
18,705,260
-3,365,680
ETSY icon
1175
Etsy
ETSY
$5.32B
$134M 0.01%
2,018,728
-82,206
45 46
47
48 49