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
IAI icon
1676
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$74.2M ﹤0.01%
419,378
-42,584
DT icon
1677
Dynatrace
DT
$13.4B
$74M ﹤0.01%
1,528,102
-1,157,467
AGCO icon
1678
AGCO
AGCO
$8.08B
$74M ﹤0.01%
690,967
-133,932
ANGL icon
1679
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$73.9M ﹤0.01%
2,484,630
+44,601
INFA
1680
DELISTED
Informatica
INFA
$73.7M ﹤0.01%
2,967,701
+2,193,344
MUST icon
1681
Columbia Multi-Sector Municipal Income ETF
MUST
$516M
$73.7M ﹤0.01%
3,589,139
+330,060
IYY icon
1682
iShares Dow Jones US ETF
IYY
$2.73B
$73.6M ﹤0.01%
453,190
+5,881
SYM icon
1683
Symbotic
SYM
$6.79B
$73.6M ﹤0.01%
1,365,361
-130,294
RCI icon
1684
Rogers Communications
RCI
$19.8B
$73.6M ﹤0.01%
2,134,456
-41,077
ELS icon
1685
Equity Lifestyle Properties
ELS
$12.2B
$73.5M ﹤0.01%
1,211,679
-121,174
CGSM icon
1686
Capital Group Short Duration Municipal Income ETF
CGSM
$931M
$73.3M ﹤0.01%
2,781,820
+462,703
BEP icon
1687
Brookfield Renewable
BEP
$7.85B
$73.2M ﹤0.01%
2,839,916
-1,503
NGL icon
1688
NGL Energy Partners
NGL
$1.22B
$73.2M ﹤0.01%
12,193,966
+703,187
PLXS icon
1689
Plexus
PLXS
$4.28B
$73.1M ﹤0.01%
505,505
-25,939
SLYG icon
1690
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.69B
$73M ﹤0.01%
773,848
+56,883
JBTM
1691
JBT Marel
JBTM
$8.06B
$72.7M ﹤0.01%
517,778
+43,309
ACP
1692
abrdn Income Credit Strategies Fund
ACP
$675M
$72.2M ﹤0.01%
12,455,499
+497,012
NXT icon
1693
Nextpower Inc
NXT
$12.9B
$72.2M ﹤0.01%
976,016
+159,649
AYI icon
1694
Acuity Brands
AYI
$11.1B
$72.1M ﹤0.01%
209,436
-13,033
BYD icon
1695
Boyd Gaming
BYD
$6.65B
$72.1M ﹤0.01%
833,970
+105,423
EQWL icon
1696
Invesco S&P 100 Equal Weight ETF
EQWL
$1.96B
$71.9M ﹤0.01%
626,527
+56,534
ASA
1697
ASA Gold and Precious Metals
ASA
$1.08B
$71.7M ﹤0.01%
1,565,354
+368,151
SPTL icon
1698
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$71.6M ﹤0.01%
2,658,118
+331,378
RPG icon
1699
Invesco S&P 500 Pure Growth ETF
RPG
$1.57B
$71.6M ﹤0.01%
1,500,191
+188,437
QTWO icon
1700
Q2 Holdings
QTWO
$4.56B
$71.6M ﹤0.01%
988,727
+7,692
66 67
68
69 70