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
FTCB icon
1301
First Trust Core Investment Grade ETF
FTCB
$1.68B
$114M 0.01%
5,331,849
+242,068
SIL icon
1302
Global X Silver Miners ETF NEW
SIL
$4.59B
$114M 0.01%
1,584,931
+363,171
IWL icon
1303
iShares Russell Top 200 ETF
IWL
$1.99B
$113M 0.01%
683,255
-7,699
ALGN icon
1304
Align Technology
ALGN
$11.7B
$113M 0.01%
902,568
+138,699
AU icon
1305
AngloGold Ashanti
AU
$42.7B
$113M 0.01%
1,605,332
+176,282
TPYP icon
1306
Tortoise North American Pipeline Fund
TPYP
$695M
$113M 0.01%
3,089,547
+35,207
TAK icon
1307
Takeda Pharmaceutical
TAK
$45.9B
$113M 0.01%
7,690,415
+70,825
JAVA icon
1308
JPMorgan Active Value ETF
JAVA
$5.11B
$113M 0.01%
1,631,457
+76,278
HXL icon
1309
Hexcel
HXL
$5.79B
$112M 0.01%
1,793,354
+323,716
CART icon
1310
Maplebear
CART
$12B
$112M 0.01%
3,052,607
+1,379,724
VSGX icon
1311
Vanguard ESG International Stock ETF
VSGX
$5.45B
$112M 0.01%
1,617,562
+111,502
ORI icon
1312
Old Republic International
ORI
$11.1B
$112M 0.01%
2,634,776
+52,453
UHS icon
1313
Universal Health Services
UHS
$13.9B
$112M 0.01%
546,215
-63,743
IBDT icon
1314
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.34B
$112M 0.01%
4,373,944
+325,179
TPG icon
1315
TPG
TPG
$10.2B
$112M 0.01%
1,942,497
-382,572
IYC icon
1316
iShares US Consumer Discretionary ETF
IYC
$1.58B
$111M 0.01%
1,063,827
-6,678
KMX icon
1317
CarMax
KMX
$5.99B
$111M 0.01%
2,482,840
+68,587
OIH icon
1318
VanEck Oil Services ETF
OIH
$1.32B
$111M 0.01%
428,589
-273,131
MUFG icon
1319
Mitsubishi UFJ Financial
MUFG
$180B
$111M 0.01%
6,982,664
-210,437
AS icon
1320
Amer Sports
AS
$21.6B
$111M 0.01%
3,196,785
+462,280
RMBS icon
1321
Rambus
RMBS
$10.2B
$111M 0.01%
1,065,804
-97,455
ABUS icon
1322
Arbutus Biopharma
ABUS
$887M
$111M 0.01%
24,450,612
+288,229
AEG icon
1323
Aegon
AEG
$11.9B
$111M 0.01%
13,851,290
+1,221,056
TAC icon
1324
TransAlta
TAC
$4.03B
$111M 0.01%
8,091,729
-757,750
CVSB icon
1325
Calvert Ultra-Short Investment Grade ETF
CVSB
$182M
$110M 0.01%
2,164,021
+109,960
51 52
53
54 55