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
AOD
1351
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$107M 0.01%
11,345,638
-255,984
SOLV icon
1352
Solventum
SOLV
$14.4B
$107M 0.01%
1,467,752
+139,657
ERIE icon
1353
Erie Indemnity
ERIE
$15B
$107M 0.01%
335,997
+27,633
CROX icon
1354
Crocs
CROX
$4.67B
$107M 0.01%
1,279,426
+688,612
FHN icon
1355
First Horizon
FHN
$11.6B
$107M 0.01%
4,721,079
-161,790
DIVO icon
1356
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.75B
$106M 0.01%
2,386,245
+545,316
DY icon
1357
Dycom Industries
DY
$10B
$106M 0.01%
363,642
-21,538
IMCB icon
1358
iShares Morningstar Mid-Cap ETF
IMCB
$1.39B
$106M 0.01%
1,273,333
+18,618
NLY icon
1359
Annaly Capital Management
NLY
$15.1B
$106M 0.01%
5,225,820
-139,835
ITRI icon
1360
Itron
ITRI
$4.31B
$105M 0.01%
846,976
+136,608
OGE icon
1361
OGE Energy
OGE
$8.87B
$105M 0.01%
2,277,636
+583,612
SMR icon
1362
NuScale Power
SMR
$5.19B
$105M 0.01%
2,916,373
-251,906
CE icon
1363
Celanese
CE
$4.76B
$105M 0.01%
2,494,317
-279,576
CPT icon
1364
Camden Property Trust
CPT
$11.1B
$105M 0.01%
982,894
+17,021
E icon
1365
ENI
E
$55.9B
$105M 0.01%
3,002,895
-76,515
NFG icon
1366
National Fuel Gas
NFG
$7.43B
$104M 0.01%
1,131,059
-44,615
ATMU icon
1367
Atmus Filtration Technologies
ATMU
$4.3B
$104M 0.01%
2,316,819
-147,503
UDR icon
1368
UDR
UDR
$11.7B
$104M 0.01%
2,801,842
+215,775
PHO icon
1369
Invesco Water Resources ETF
PHO
$2.13B
$104M 0.01%
1,444,683
+19,318
LFUS icon
1370
Littelfuse
LFUS
$6.53B
$104M 0.01%
402,094
-11,517
GSST icon
1371
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.21B
$104M 0.01%
2,053,934
+266,478
XSOE icon
1372
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.81B
$104M 0.01%
2,744,055
-47,237
PWB icon
1373
Invesco Large Cap Growth ETF
PWB
$1.4B
$104M 0.01%
829,701
-9,228
NTLA icon
1374
Intellia Therapeutics
NTLA
$1.04B
$104M 0.01%
6,022,576
+1,905,715
XCEM icon
1375
Columbia EM Core ex-China ETF
XCEM
$1.25B
$104M 0.01%
2,861,951
+20,168
53 54
55
56 57