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
GNTX icon
1376
Gentex
GNTX
$5.18B
$104M 0.01%
3,670,485
-487,836
RSPT icon
1377
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.99B
$104M 0.01%
2,330,054
+490,672
FFIN icon
1378
First Financial Bankshares
FFIN
$4.52B
$104M 0.01%
3,077,586
-195,249
SHM icon
1379
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
$103M 0.01%
2,146,319
+7,097
ZTO icon
1380
ZTO Express
ZTO
$16.6B
$103M 0.01%
5,389,779
+1,738,400
WAL icon
1381
Western Alliance Bancorporation
WAL
$9.64B
$103M 0.01%
1,186,990
+385,742
ASX icon
1382
ASE Group
ASX
$34B
$103M 0.01%
9,277,008
+22,623
THO icon
1383
Thor Industries
THO
$5.41B
$103M 0.01%
990,873
+642,179
BBWI icon
1384
Bath & Body Works
BBWI
$4.04B
$103M 0.01%
3,987,579
+1,351,616
USO icon
1385
United States Oil Fund
USO
$932M
$103M 0.01%
1,392,333
+214,524
MTN icon
1386
Vail Resorts
MTN
$5.79B
$103M 0.01%
686,524
+104,388
HURN icon
1387
Huron Consulting
HURN
$3.1B
$103M 0.01%
699,363
+180,894
LSCC icon
1388
Lattice Semiconductor
LSCC
$10.3B
$102M 0.01%
1,395,825
-28,942
ONTO icon
1389
Onto Innovation
ONTO
$7.75B
$102M 0.01%
790,443
+338,607
EVV
1390
Eaton Vance Limited Duration Income Fund
EVV
$1.15B
$102M 0.01%
10,048,048
+155,232
FAF icon
1391
First American
FAF
$6.52B
$102M 0.01%
1,586,392
-297,638
MASI icon
1392
Masimo
MASI
$7.43B
$102M 0.01%
690,601
-76,774
WULF icon
1393
TeraWulf
WULF
$5.23B
$102M 0.01%
8,916,923
+681,819
ACI icon
1394
Albertsons Companies
ACI
$9.54B
$102M 0.01%
5,813,935
+1,069,381
NNN icon
1395
NNN REIT
NNN
$7.69B
$102M 0.01%
2,391,355
+242,032
SPR
1396
DELISTED
Spirit AeroSystems
SPR
$102M 0.01%
2,631,343
+9,017
SPSC icon
1397
SPS Commerce
SPSC
$3.25B
$101M 0.01%
973,660
+37,500
CVE icon
1398
Cenovus Energy
CVE
$33.3B
$101M 0.01%
5,966,838
+1,362,357
FNDE icon
1399
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.77B
$101M 0.01%
2,798,122
+301,008
BIRK icon
1400
Birkenstock
BIRK
$8.37B
$101M 0.01%
2,235,531
+585,882
54 55
56
57 58