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
QFIN icon
1201
Qfin Holdings
QFIN
$2.5B
$129M 0.01%
4,495,469
+331,563
VNO icon
1202
Vornado Realty Trust
VNO
$6.68B
$129M 0.01%
3,190,465
+1,253,612
IYH icon
1203
iShares US Healthcare ETF
IYH
$3.68B
$129M 0.01%
2,201,106
+88,015
DBEU icon
1204
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$666M
$129M 0.01%
2,804,419
+174,051
SPHD icon
1205
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.09B
$129M 0.01%
2,610,011
-317,457
FALN icon
1206
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$129M 0.01%
4,644,155
+970,076
FNDX icon
1207
Schwab Fundamental US Large Company Index ETF
FNDX
$22B
$129M 0.01%
4,900,789
+177,472
SHOO icon
1208
Steven Madden
SHOO
$3.21B
$129M 0.01%
3,841,315
+1,598,395
BIPC icon
1209
Brookfield Infrastructure
BIPC
$5.39B
$128M 0.01%
3,124,398
+590,701
DUOL icon
1210
Duolingo
DUOL
$8.6B
$128M 0.01%
398,453
+112,744
MTDR icon
1211
Matador Resources
MTDR
$5.37B
$128M 0.01%
2,848,845
+1,095,221
ITT icon
1212
ITT
ITT
$15B
$128M 0.01%
715,693
+71,305
FNF icon
1213
Fidelity National Financial
FNF
$15.9B
$128M 0.01%
2,113,182
-707
HEFA icon
1214
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.73B
$128M 0.01%
3,226,013
+92,846
SNX icon
1215
TD Synnex
SNX
$12.2B
$128M 0.01%
780,221
+80,401
BWA icon
1216
BorgWarner
BWA
$9.6B
$128M 0.01%
2,903,870
+90,097
HFXI icon
1217
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.2B
$128M 0.01%
4,116,241
+265,922
KBWB icon
1218
Invesco KBW Bank ETF
KBWB
$6.11B
$128M 0.01%
1,630,326
+521,210
HALO icon
1219
Halozyme
HALO
$7.46B
$127M 0.01%
1,737,600
-31,001
SLF icon
1220
Sun Life Financial
SLF
$33.9B
$127M 0.01%
2,117,874
-86,061
KT icon
1221
KT
KT
$9.17B
$127M 0.01%
6,488,207
+434,254
PREF icon
1222
Principal Spectrum Preferred Securities Active ETF
PREF
$1.39B
$126M 0.01%
6,594,391
+437,398
LVHI icon
1223
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.7B
$126M 0.01%
3,631,093
+382,482
OBDC icon
1224
Blue Owl Capital
OBDC
$6.65B
$126M 0.01%
9,878,687
-312,902
SKYY icon
1225
First Trust Cloud Computing ETF
SKYY
$3.04B
$126M 0.01%
936,530
-17,723
47 48
49
50 51