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
MKSI icon
1601
MKS Inc
MKSI
$10.7B
$80.8M ﹤0.01%
652,611
+56,186
MMSI icon
1602
Merit Medical Systems
MMSI
$5.14B
$80.7M ﹤0.01%
969,873
-32,994
FDT icon
1603
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$774M
$80.7M ﹤0.01%
1,070,989
+43,300
ARQT icon
1604
Arcutis Biotherapeutics
ARQT
$3.6B
$80.6M ﹤0.01%
4,276,394
-38,136
STLA icon
1605
Stellantis
STLA
$34.4B
$80.5M ﹤0.01%
8,620,006
-1,204,653
PDP icon
1606
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$80.5M ﹤0.01%
681,748
-17,627
GUNR icon
1607
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.68B
$80.1M ﹤0.01%
1,829,354
+41,335
HASI icon
1608
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.13B
$80M ﹤0.01%
2,605,066
-2,213
EPAM icon
1609
EPAM Systems
EPAM
$11.8B
$79.9M ﹤0.01%
529,880
+53,901
CWST icon
1610
Casella Waste Systems
CWST
$6.39B
$79.9M ﹤0.01%
841,766
+139,587
CMC icon
1611
Commercial Metals
CMC
$7.87B
$79.8M ﹤0.01%
1,393,616
+321,373
RRC icon
1612
Range Resources
RRC
$8.41B
$79.8M ﹤0.01%
2,119,923
-715,030
DDWM icon
1613
WisdomTree Dynamic International Equity Fund
DDWM
$1.08B
$79.7M ﹤0.01%
1,907,580
+166,775
TTAN
1614
ServiceTitan Inc
TTAN
$9.65B
$79.7M ﹤0.01%
790,332
+335,128
MRP
1615
Millrose Properties Inc
MRP
$5.22B
$79.7M ﹤0.01%
2,369,859
+429,941
AMH icon
1616
American Homes 4 Rent
AMH
$11.6B
$79.6M ﹤0.01%
2,392,820
-42,769
TTEK icon
1617
Tetra Tech
TTEK
$8.98B
$79.5M ﹤0.01%
2,381,396
-313,270
DAR icon
1618
Darling Ingredients
DAR
$5.71B
$79.2M ﹤0.01%
2,566,468
+536,489
AMBA icon
1619
Ambarella
AMBA
$3.2B
$79.1M ﹤0.01%
958,506
+166,378
IBTH icon
1620
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.85B
$79M ﹤0.01%
3,509,262
+51,165
SLM icon
1621
SLM Corp
SLM
$5.41B
$79M ﹤0.01%
2,854,948
-299,758
FBIN icon
1622
Fortune Brands Innovations
FBIN
$6.19B
$78.9M ﹤0.01%
1,477,355
+126,686
ARKG icon
1623
ARK Genomic Revolution ETF
ARKG
$1.29B
$78.6M ﹤0.01%
2,832,170
+705,694
AZZ icon
1624
AZZ Inc
AZZ
$3.24B
$78.6M ﹤0.01%
719,895
+16,726
ESTC icon
1625
Elastic
ESTC
$7.81B
$78.5M ﹤0.01%
929,262
-80,682
63 64
65
66 67