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
SIG icon
1501
Signet Jewelers
SIG
$3.52B
$89.3M 0.01%
930,476
+13,729
IHG icon
1502
InterContinental Hotels
IHG
$21B
$89.2M 0.01%
735,523
-92,811
EMD
1503
Western Asset Emerging Markets Debt Fund
EMD
$619M
$88.9M 0.01%
8,614,259
+119,940
KIE icon
1504
State Street SPDR S&P Insurance ETF
KIE
$670M
$88.6M 0.01%
1,493,257
+262,539
UPWK icon
1505
Upwork
UPWK
$2.82B
$88.6M 0.01%
4,769,035
+54,546
DES icon
1506
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
$88.6M 0.01%
2,629,249
+54,357
GOLF icon
1507
Acushnet Holdings
GOLF
$5.02B
$88.5M 0.01%
1,127,347
+407,592
FRT icon
1508
Federal Realty Investment Trust
FRT
$8.67B
$88.4M 0.01%
872,683
-119,447
VIOO icon
1509
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.17B
$88.4M 0.01%
800,147
+29,856
RDY icon
1510
Dr. Reddy's Laboratories
RDY
$11.7B
$88.4M 0.01%
6,322,154
+1,467,305
FSMB icon
1511
First Trust Short Duration Managed Municipal ETF
FSMB
$497M
$88.3M 0.01%
4,396,120
+242,318
BIZD icon
1512
VanEck BDC Income ETF
BIZD
$1.6B
$88.3M 0.01%
5,907,639
+1,208,929
ADT icon
1513
ADT
ADT
$6.73B
$88.2M 0.01%
10,128,424
-1,652,017
REET icon
1514
iShares Global REIT ETF
REET
$4.2B
$88.2M 0.01%
3,451,044
+58,237
OPEN icon
1515
Opendoor
OPEN
$6.24B
$88M 0.01%
11,410,178
+6,545,438
CUBE icon
1516
CubeSmart
CUBE
$8.3B
$88M 0.01%
2,163,692
-12,447
CRTO icon
1517
Criteo
CRTO
$1.02B
$87.8M 0.01%
3,885,271
+457,959
HLNE icon
1518
Hamilton Lane
HLNE
$5.67B
$87.8M 0.01%
651,326
-120,928
OUSA icon
1519
ALPS O'Shares US Quality Dividend ETF
OUSA
$823M
$87.8M 0.01%
1,552,212
+9,061
OZK icon
1520
Bank OZK
OZK
$5.39B
$87.6M 0.01%
1,719,170
+620,794
BBJP icon
1521
JPMorgan BetaBuilders Japan ETF
BBJP
$15.1B
$87.6M 0.01%
1,321,111
+337,673
ONB icon
1522
Old National Bancorp
ONB
$9B
$87.6M 0.01%
3,991,242
+331,429
ICLR icon
1523
Icon
ICLR
$14.1B
$87.6M 0.01%
500,380
-313,399
NBXG
1524
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.12B
$87.5M 0.01%
5,687,973
-71,650
PHEQ
1525
Parametric Hedged Equity ETF
PHEQ
$139M
$87.4M 0.01%
2,730,165
+401,193
59 60
61
62 63