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
HBM icon
1276
Hudbay
HBM
$7.47B
$117M 0.01%
7,738,110
+1,494,277
VOYA icon
1277
Voya Financial
VOYA
$7.02B
$117M 0.01%
1,567,155
-36,037
RNR icon
1278
RenaissanceRe
RNR
$12.6B
$117M 0.01%
460,349
+33,301
EWW icon
1279
iShares MSCI Mexico ETF
EWW
$1.94B
$117M 0.01%
1,709,927
+94,485
LBRDK icon
1280
Liberty Broadband Class C
LBRDK
$6.88B
$116M 0.01%
1,833,329
+1,227,755
IOO icon
1281
iShares Global 100 ETF
IOO
$7.94B
$116M 0.01%
970,578
+51,726
AVUS icon
1282
Avantis US Equity ETF
AVUS
$10.4B
$116M 0.01%
1,071,120
-78,379
VOD icon
1283
Vodafone
VOD
$30B
$116M 0.01%
10,032,145
-2,350,900
BLD icon
1284
TopBuild
BLD
$12.2B
$116M 0.01%
297,714
+75,267
NEA icon
1285
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.47B
$116M 0.01%
10,173,086
+701,345
G icon
1286
Genpact
G
$8.24B
$116M 0.01%
2,759,938
+187,471
GPI icon
1287
Group 1 Automotive
GPI
$4.99B
$116M 0.01%
264,247
-80,451
LYG icon
1288
Lloyds Banking Group
LYG
$75.4B
$116M 0.01%
25,462,826
+818,611
FXR icon
1289
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.68B
$116M 0.01%
1,480,581
-18,438
RODM icon
1290
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.31B
$116M 0.01%
3,253,019
+128,299
GTLS icon
1291
Chart Industries
GTLS
$9.25B
$115M 0.01%
576,412
-271,779
ATI icon
1292
ATI
ATI
$14.8B
$115M 0.01%
1,414,386
+207,175
TCAF icon
1293
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.2B
$115M 0.01%
3,051,282
+276,544
HLI icon
1294
Houlihan Lokey
HLI
$12.6B
$115M 0.01%
559,284
-63,976
ILF icon
1295
iShares Latin America 40 ETF
ILF
$2.43B
$115M 0.01%
3,969,356
+333,632
OSK icon
1296
Oshkosh
OSK
$8.38B
$115M 0.01%
883,661
-114,301
IMO icon
1297
Imperial Oil
IMO
$44.7B
$115M 0.01%
1,262,916
+262,896
MDGL icon
1298
Madrigal Pharmaceuticals
MDGL
$12.7B
$115M 0.01%
249,647
+1,685
JXN icon
1299
Jackson Financial
JXN
$7.19B
$114M 0.01%
1,128,609
-96,341
TARS icon
1300
Tarsus Pharmaceuticals
TARS
$3.42B
$114M 0.01%
1,912,402
-143,316
50 51
52
53 54