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
JAZZ icon
1451
Jazz Pharmaceuticals
JAZZ
$10.3B
$94.6M 0.01%
717,625
-248,122
IBDS icon
1452
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.54B
$94.5M 0.01%
3,883,199
-95,983
VIK icon
1453
Viking Holdings
VIK
$31.5B
$94.4M 0.01%
1,518,812
-173,551
KTB icon
1454
Kontoor Brands
KTB
$3.7B
$94.1M 0.01%
1,179,296
+17,734
TRNO icon
1455
Terreno Realty
TRNO
$6.31B
$94M 0.01%
1,656,304
-126,862
VSS icon
1456
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.65B
$93.8M 0.01%
657,870
-91,342
PVH icon
1457
PVH
PVH
$3.45B
$93.8M 0.01%
1,119,285
+188,924
LECO icon
1458
Lincoln Electric
LECO
$13.4B
$93.7M 0.01%
397,428
-24,986
DTD icon
1459
WisdomTree US Total Dividend Fund
DTD
$1.48B
$93.3M 0.01%
1,110,394
+32,803
RKT icon
1460
Rocket Companies
RKT
$51.2B
$93.3M 0.01%
4,812,497
+3,750,264
COWG icon
1461
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.44B
$93.1M 0.01%
2,565,663
+364,031
KNF icon
1462
Knife River
KNF
$4.38B
$93M 0.01%
1,209,818
+345,021
HSIC icon
1463
Henry Schein
HSIC
$9.01B
$92.8M 0.01%
1,398,872
-100,793
VLUE icon
1464
iShares MSCI USA Value Factor ETF
VLUE
$8.99B
$92.8M 0.01%
742,313
-31,956
RLI icon
1465
RLI Corp
RLI
$5.91B
$92.8M 0.01%
1,422,480
+44,773
JHG icon
1466
Janus Henderson
JHG
$7.03B
$92.7M 0.01%
2,081,626
+82,773
SSNC icon
1467
SS&C Technologies
SSNC
$21.2B
$92.5M 0.01%
1,042,696
+9,210
HRB icon
1468
H&R Block
HRB
$5.48B
$92.5M 0.01%
1,828,829
-225,757
NRP icon
1469
Natural Resource Partners
NRP
$1.37B
$92.5M 0.01%
880,702
-64,340
RVT icon
1470
Royce Value Trust
RVT
$1.93B
$92.5M 0.01%
5,732,538
-275,987
ENPH icon
1471
Enphase Energy
ENPH
$4.11B
$92.4M 0.01%
2,611,138
-437,344
NXST icon
1472
Nexstar Media Group
NXST
$6.18B
$92.3M 0.01%
466,892
-22,764
BFAM icon
1473
Bright Horizons
BFAM
$5.7B
$92.1M 0.01%
848,271
+69,190
KRMA icon
1474
Global X Conscious Companies ETF
KRMA
$167M
$92M 0.01%
2,132,010
+2,101
CLSK icon
1475
CleanSpark
CLSK
$3.04B
$91.8M 0.01%
6,328,927
-4,183,354
57 58
59
60 61