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
BLOK icon
1476
Amplify Blockchain Technology ETF
BLOK
$1.12B
$91.7M 0.01%
1,368,173
+149,865
SCHP icon
1477
Schwab US TIPS ETF
SCHP
$14.6B
$91.7M 0.01%
3,403,136
-379,572
PR icon
1478
Permian Resources
PR
$10.7B
$91.7M 0.01%
7,160,626
+1,803,293
PGX icon
1479
Invesco Preferred ETF
PGX
$3.93B
$91M 0.01%
7,844,881
+92,888
EVSB icon
1480
Eaton Vance Ultra-Short Income ETF
EVSB
$253M
$91M 0.01%
1,785,518
+226,802
APG icon
1481
APi Group
APG
$16.3B
$91M 0.01%
2,647,190
+1,443,255
ITGR icon
1482
Integer Holdings
ITGR
$2.56B
$90.7M 0.01%
877,503
-20,730
CRSP icon
1483
CRISPR Therapeutics
CRSP
$5.36B
$90.6M 0.01%
1,397,859
+886,479
IYE icon
1484
iShares US Energy ETF
IYE
$1.13B
$90.5M 0.01%
1,903,486
-97,484
AIT icon
1485
Applied Industrial Technologies
AIT
$9.8B
$90.4M 0.01%
346,426
+12,471
POWL icon
1486
Powell Industries
POWL
$3.97B
$90.4M 0.01%
296,465
+127,382
SGI
1487
Somnigroup International
SGI
$19.5B
$90.3M 0.01%
1,070,857
-1,023,433
OSCR icon
1488
Oscar Health
OSCR
$4.65B
$90.3M 0.01%
4,770,288
+2,035,761
AWI icon
1489
Armstrong World Industries
AWI
$7.97B
$90.3M 0.01%
460,569
+72,183
M icon
1490
Macy's
M
$6.34B
$90.3M 0.01%
5,033,895
+265,020
IBDR icon
1491
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.59B
$90.1M 0.01%
3,708,370
-561,141
DDS icon
1492
Dillards
DDS
$10.6B
$90M 0.01%
146,469
+44,655
WK icon
1493
Workiva
WK
$4.84B
$90M 0.01%
1,045,534
+754,104
GTLB icon
1494
GitLab
GTLB
$6.5B
$89.7M 0.01%
1,989,381
+163,486
BOOT icon
1495
Boot Barn
BOOT
$6.26B
$89.7M 0.01%
541,062
+131,140
FTDR icon
1496
Frontdoor
FTDR
$4.01B
$89.6M 0.01%
1,331,985
-97,006
ADUS icon
1497
Addus HomeCare
ADUS
$2.13B
$89.5M 0.01%
758,780
+157,665
TPB icon
1498
Turning Point Brands
TPB
$2.09B
$89.5M 0.01%
905,464
-208,014
IBTG icon
1499
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.23B
$89.4M 0.01%
3,895,823
+90,734
KBE icon
1500
State Street SPDR S&P Bank ETF
KBE
$1.41B
$89.4M 0.01%
1,503,798
-176,354
58 59
60
61 62