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
RIVN icon
1251
Rivian
RIVN
$22.9B
$122M 0.01%
8,318,644
-3,618,449
AN icon
1252
AutoNation
AN
$7.62B
$122M 0.01%
557,188
+109,157
VDC icon
1253
Vanguard Consumer Staples ETF
VDC
$7.38B
$121M 0.01%
566,816
+22,741
FTC icon
1254
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.25B
$121M 0.01%
751,811
-33,229
IYJ icon
1255
iShares US Industrials ETF
IYJ
$1.72B
$121M 0.01%
827,175
-10,279
LW icon
1256
Lamb Weston
LW
$8.31B
$121M 0.01%
2,076,044
+188,237
CGBL icon
1257
Capital Group Core Balanced ETF
CGBL
$4.19B
$121M 0.01%
3,472,022
+1,069,997
ONC
1258
BeOne Medicines Ltd
ONC
$35.3B
$120M 0.01%
353,294
+84,820
CCC
1259
CCC Intelligent Solutions
CCC
$4.92B
$120M 0.01%
13,202,584
+5,494,544
PAA icon
1260
Plains All American Pipeline
PAA
$12.6B
$120M 0.01%
7,048,087
+1,146,050
NICE icon
1261
Nice
NICE
$6.54B
$120M 0.01%
829,841
-136,856
IBDU icon
1262
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.21B
$120M 0.01%
5,098,080
+587,321
OLLI icon
1263
Ollie's Bargain Outlet
OLLI
$6.99B
$120M 0.01%
931,835
+436,635
FIW icon
1264
First Trust Water ETF
FIW
$1.92B
$119M 0.01%
1,062,576
-41,861
XPEV icon
1265
XPeng
XPEV
$17.4B
$119M 0.01%
5,092,322
-4,091,652
BOTZ icon
1266
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.11B
$119M 0.01%
3,363,977
+245,402
EWC icon
1267
iShares MSCI Canada ETF
EWC
$3.62B
$119M 0.01%
2,354,751
+405,651
FXL icon
1268
First Trust Technology AlphaDEX Fund
FXL
$1.43B
$119M 0.01%
706,930
-13,824
VNET
1269
VNET Group
VNET
$2.47B
$119M 0.01%
11,483,581
+1,168,455
SUI icon
1270
Sun Communities
SUI
$15.1B
$118M 0.01%
915,259
+18,064
TMHC icon
1271
Taylor Morrison
TMHC
$6.12B
$118M 0.01%
1,788,052
-94,919
ALLY icon
1272
Ally Financial
ALLY
$13.9B
$118M 0.01%
3,007,304
+332,856
INGR icon
1273
Ingredion
INGR
$7.14B
$118M 0.01%
965,338
+63,628
VWOB icon
1274
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.38B
$118M 0.01%
1,761,760
+491,890
SLQD icon
1275
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$118M 0.01%
2,316,562
+58,451
49 50
51
52 53