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
CZR icon
1526
Caesars Entertainment
CZR
$4.87B
$87.3M 0.01%
3,231,469
-1,881,326
ERIC icon
1527
Ericsson
ERIC
$32B
$87.2M 0.01%
10,546,624
-5,405,738
SHG icon
1528
Shinhan Financial Group
SHG
$25.6B
$87.2M 0.01%
1,731,492
+59,319
SEDG icon
1529
SolarEdge
SEDG
$1.73B
$86.6M 0.01%
2,340,933
+687,600
PFFD icon
1530
Global X US Preferred ETF
PFFD
$2.24B
$86.6M 0.01%
4,455,671
-16,666
APAM icon
1531
Artisan Partners
APAM
$2.91B
$86.5M 0.01%
1,992,115
+155,865
IMCG icon
1532
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.12B
$86.4M 0.01%
1,044,772
+30,082
GVA icon
1533
Granite Construction
GVA
$5.08B
$86.2M 0.01%
786,304
-12,601
POST icon
1534
Post Holdings
POST
$5.16B
$86.2M 0.01%
801,669
+336,639
KB icon
1535
KB Financial Group
KB
$31B
$86.1M 0.01%
1,038,465
+52,892
USTB icon
1536
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.7B
$86M 0.01%
1,687,388
+746,899
GLTR icon
1537
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.42B
$86M 0.01%
519,634
+17,319
INOD icon
1538
Innodata
INOD
$1.61B
$85.9M 0.01%
1,114,793
-284,880
UMBF icon
1539
UMB Financial
UMBF
$9.02B
$85.9M 0.01%
725,693
+171,885
TEF icon
1540
Telefonica
TEF
$24B
$85.7M 0.01%
16,869,020
-60,645
MSGS icon
1541
Madison Square Garden
MSGS
$5.7B
$85.7M 0.01%
377,374
-18,426
IBDW icon
1542
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.05B
$85.6M 0.01%
4,032,653
+1,085,261
BTU icon
1543
Peabody Energy
BTU
$3.48B
$85.5M 0.01%
3,225,228
+113,987
LTM
1544
LATAM Airlines Group S.A.
LTM
$15.3B
$85.1M 0.01%
1,880,584
+930,173
IBTF icon
1545
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.44B
$85M 0.01%
3,637,216
+80,618
YOU icon
1546
Clear Secure
YOU
$3.87B
$84.9M 0.01%
2,544,763
-26,487
PEGA icon
1547
Pegasystems
PEGA
$9.92B
$84.9M 0.01%
1,477,196
-290,243
MUSA icon
1548
Murphy USA
MUSA
$7.53B
$84.9M 0.01%
218,675
+15,902
JHX icon
1549
James Hardie Industries
JHX
$11.8B
$84.5M 0.01%
4,398,488
-2,022,467
BOE icon
1550
BlackRock Enhanced Global Dividend Trust
BOE
$649M
$84.5M 0.01%
7,299,479
+94,223
60 61
62
63 64