Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Return 22.88%
 

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 Return
1 Year Return
+22.88%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.65%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMH icon
1426
American Homes 4 Rent
AMH
$12.2B
$87.9M 0.01%
2,435,589
-473,944
AAXJ icon
1427
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.19B
$87.8M 0.01%
1,062,190
+25,977
VLUE icon
1428
iShares MSCI USA Value Factor ETF
VLUE
$8.02B
$87.7M 0.01%
774,269
+26,421
ICF icon
1429
iShares Select U.S. REIT ETF
ICF
$1.88B
$87.6M 0.01%
1,431,963
+42,483
LECO icon
1430
Lincoln Electric
LECO
$12.9B
$87.6M 0.01%
422,414
-8,323
LYFT icon
1431
Lyft
LYFT
$8.3B
$87.4M 0.01%
5,544,771
+1,391,262
CALM icon
1432
Cal-Maine
CALM
$4.46B
$87.3M 0.01%
876,237
+217,509
IBTG icon
1433
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$87.3M 0.01%
3,805,089
-131,229
COUR icon
1434
Coursera
COUR
$1.65B
$86.6M 0.01%
9,883,775
-1,429,028
RBA icon
1435
RB Global
RBA
$19.5B
$86.5M 0.01%
814,808
+50,498
APPF icon
1436
AppFolio
APPF
$8.08B
$86.5M 0.01%
375,436
+108,215
PGX icon
1437
Invesco Preferred ETF
PGX
$3.91B
$86.3M 0.01%
7,751,993
-945,389
USO icon
1438
United States Oil Fund
USO
$873M
$86.1M 0.01%
1,177,809
+95,900
VKTX icon
1439
Viking Therapeutics
VKTX
$3.81B
$86.1M 0.01%
3,247,694
+127,038
KRMA icon
1440
Global X Conscious Companies ETF
KRMA
$661M
$86M 0.01%
2,129,909
-262,144
VIPS icon
1441
Vipshop
VIPS
$9.44B
$86M 0.01%
5,711,533
+2,129,852
DTD icon
1442
WisdomTree US Total Dividend Fund
DTD
$1.46B
$85.7M 0.01%
1,077,591
-44,175
SSNC icon
1443
SS&C Technologies
SSNC
$19.8B
$85.6M 0.01%
1,033,486
+103,791
KEP icon
1444
Korea Electric Power
KEP
$16.3B
$85.5M 0.01%
6,003,052
+406,594
PBH icon
1445
Prestige Consumer Healthcare
PBH
$3.04B
$85.4M 0.01%
1,070,099
-161
EMD
1446
Western Asset Emerging Markets Debt Fund
EMD
$593M
$85.4M 0.01%
8,494,319
+211,332
ESTC icon
1447
Elastic
ESTC
$9B
$85.2M 0.01%
1,009,944
+243,450
AGCO icon
1448
AGCO
AGCO
$7.78B
$85.1M 0.01%
824,899
-122,714
SNAP icon
1449
Snap
SNAP
$13.6B
$85M 0.01%
9,776,685
+4,403,009
VFC icon
1450
VF Corp
VFC
$5.49B
$84.9M 0.01%
7,225,352
+1,450,635
56 57
58
59 60