Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. 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 Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. 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
VWOB icon
1476
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.84B
$83M 0.01%
1,269,870
+152,564
EWU icon
1477
iShares MSCI United Kingdom ETF
EWU
$2.86B
$82.7M 0.01%
2,082,329
+113,563
MSGS icon
1478
Madison Square Garden
MSGS
$5.25B
$82.7M 0.01%
395,800
+4,205
FSMB icon
1479
First Trust Short Duration Managed Municipal ETF
FSMB
$485M
$82.7M 0.01%
4,153,802
+563,704
RBRK icon
1480
Rubrik
RBRK
$16.4B
$82.7M 0.01%
922,663
-522,372
GPK icon
1481
Graphic Packaging
GPK
$5.18B
$82.6M 0.01%
3,920,486
+1,169,903
MUSA icon
1482
Murphy USA
MUSA
$7.25B
$82.5M 0.01%
202,773
-29,399
FNDE icon
1483
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.71B
$82.4M 0.01%
2,497,114
+155,104
KD icon
1484
Kyndryl
KD
$6.47B
$82.4M 0.01%
1,963,844
-677,085
GTLB icon
1485
GitLab
GTLB
$7.37B
$82.4M 0.01%
1,825,895
+496,581
ELS icon
1486
Equity Lifestyle Properties
ELS
$12.1B
$82.2M 0.01%
1,332,853
-120,273
LITE icon
1487
Lumentum
LITE
$11.4B
$82.2M 0.01%
864,298
+313,219
CRTO icon
1488
Criteo
CRTO
$1.03B
$82.1M 0.01%
3,427,312
-1,288,204
NAD icon
1489
Nuveen Quality Municipal Income Fund
NAD
$2.78B
$82M 0.01%
7,265,987
+390,393
EXLS icon
1490
EXL Service
EXLS
$6.59B
$82M 0.01%
1,873,159
+60,957
SEE icon
1491
Sealed Air
SEE
$4.93B
$82M 0.01%
2,643,107
-108,413
USPH icon
1492
US Physical Therapy
USPH
$1.35B
$81.9M 0.01%
1,047,905
+52,449
BOE icon
1493
BlackRock Enhanced Global Dividend Trust
BOE
$644M
$81.8M 0.01%
7,205,256
-250,034
DES icon
1494
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$81.8M 0.01%
2,574,892
+150,044
AIN icon
1495
Albany International
AIN
$1.65B
$81.7M 0.01%
1,164,480
+35,889
Z icon
1496
Zillow
Z
$16.9B
$81.6M 0.01%
1,164,951
-292,601
VRRM icon
1497
Verra Mobility
VRRM
$3.83B
$81.5M 0.01%
3,211,763
+388,642
WBS icon
1498
Webster Financial
WBS
$9.5B
$81.5M 0.01%
1,493,347
-471,351
IMCG icon
1499
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.16B
$81.4M 0.01%
1,014,690
+43,998
APAM icon
1500
Artisan Partners
APAM
$3.06B
$81.4M 0.01%
1,836,250
+404,641
58 59
60
61 62