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
FPX icon
1326
First Trust US Equity Opportunities ETF
FPX
$1.2B
$110M 0.01%
659,582
+79,555
DTM icon
1327
DT Midstream
DTM
$12.1B
$109M 0.01%
966,842
+7,290
RWK icon
1328
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.06B
$109M 0.01%
873,254
+11,494
PJT icon
1329
PJT Partners
PJT
$4.17B
$109M 0.01%
613,971
-51,552
AAXJ icon
1330
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.06B
$109M 0.01%
1,195,813
+133,623
ACIW icon
1331
ACI Worldwide
ACIW
$4.98B
$109M 0.01%
2,064,487
-340,041
FXH icon
1332
First Trust Health Care AlphaDEX Fund
FXH
$936M
$109M 0.01%
992,566
-17,421
ARTY
1333
iShares Future AI & Tech ETF
ARTY
$1.93B
$109M 0.01%
2,375,952
+1,095,616
LLYVA icon
1334
Liberty Live Group Series A
LLYVA
$7.5B
$109M 0.01%
1,153,034
-11,231
IVOO icon
1335
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.98B
$109M 0.01%
984,604
+15,925
AGI icon
1336
Alamos Gold
AGI
$15.9B
$109M 0.01%
3,115,473
-638,225
IXN icon
1337
iShares Global Tech ETF
IXN
$6.43B
$109M 0.01%
1,052,241
-18,285
QAI icon
1338
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$836M
$109M 0.01%
3,228,717
-814,733
SBSW icon
1339
Sibanye-Stillwater
SBSW
$9.72B
$108M 0.01%
9,651,297
+2,092,707
NTES icon
1340
NetEase
NTES
$85.7B
$108M 0.01%
713,433
-73,323
SPTM icon
1341
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$108M 0.01%
1,343,005
+21,313
VFC icon
1342
VF Corp
VFC
$7.46B
$108M 0.01%
7,489,989
+264,637
SPHR icon
1343
Sphere Entertainment
SPHR
$3.08B
$108M 0.01%
1,739,860
+335,293
WES icon
1344
Western Midstream Partners
WES
$15.9B
$108M 0.01%
2,750,036
+565,585
YUMC icon
1345
Yum China
YUMC
$16.9B
$108M 0.01%
2,515,209
-184,986
R icon
1346
Ryder
R
$7.71B
$108M 0.01%
572,202
-56,461
FIG
1347
Figma
FIG
$17.9B
$107M 0.01%
+2,071,062
IFRA icon
1348
iShares US Infrastructure ETF
IFRA
$3.2B
$107M 0.01%
2,033,346
+119,036
DIOD icon
1349
Diodes
DIOD
$2.34B
$107M 0.01%
2,017,277
+147,270
MARA icon
1350
Marathon Digital Holdings
MARA
$4.04B
$107M 0.01%
5,878,252
+1,486,700
52 53
54
55 56