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
ASO icon
1751
Academy Sports + Outdoors
ASO
$3.7B
$67.4M ﹤0.01%
1,347,515
+430,607
IYZ icon
1752
iShares US Telecommunications ETF
IYZ
$633M
$67.4M ﹤0.01%
2,088,105
+261,247
SLG icon
1753
SL Green Realty
SLG
$3.17B
$67.3M ﹤0.01%
1,125,478
-100,740
APPF icon
1754
AppFolio
APPF
$8.31B
$67.3M ﹤0.01%
244,180
-131,256
JBS
1755
JBS N.V.
JBS
$16B
$67.3M ﹤0.01%
4,505,369
-3,048,989
BSCV icon
1756
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.42B
$67.3M ﹤0.01%
4,032,409
+1,111,712
ALV icon
1757
Autoliv
ALV
$9.21B
$67.2M ﹤0.01%
544,461
-81,553
SKYW icon
1758
Skywest
SKYW
$4.24B
$67.1M ﹤0.01%
667,315
-18,847
NEU icon
1759
NewMarket
NEU
$7.07B
$67.1M ﹤0.01%
81,006
+10,477
RVMD icon
1760
Revolution Medicines
RVMD
$15.3B
$67M ﹤0.01%
1,434,642
+383,605
DFIN icon
1761
Donnelley Financial Solutions
DFIN
$1.22B
$66.9M ﹤0.01%
1,301,698
+93,452
IPAC icon
1762
iShares Core MSCI Pacific ETF
IPAC
$1.98B
$66.9M ﹤0.01%
911,517
+29,228
VTHR icon
1763
Vanguard Russell 3000 ETF
VTHR
$3.84B
$66.9M ﹤0.01%
227,299
+2,451
CARY icon
1764
Angel Oak Income ETF
CARY
$715M
$66.9M ﹤0.01%
3,197,609
+1,008,062
VMI icon
1765
Valmont Industries
VMI
$8.23B
$66.8M ﹤0.01%
172,348
-15,233
NMR icon
1766
Nomura Holdings
NMR
$24.3B
$66.7M ﹤0.01%
9,176,936
+10,244
PID icon
1767
Invesco International Dividend Achievers ETF
PID
$890M
$66.7M ﹤0.01%
3,136,121
+4,434
BSTZ icon
1768
BlackRock Science and Technology Term Trust
BSTZ
$1.54B
$66.7M ﹤0.01%
3,009,514
+206,643
DWM icon
1769
WisdomTree International Equity Fund
DWM
$628M
$66.7M ﹤0.01%
1,006,721
-19,064
PDO
1770
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
$66.3M ﹤0.01%
4,698,668
+10,996
BCAT icon
1771
BlackRock Capital Allocation Term Trust
BCAT
$1.5B
$66.3M ﹤0.01%
4,484,715
+672,781
MGY icon
1772
Magnolia Oil & Gas
MGY
$4.17B
$66.3M ﹤0.01%
2,778,633
-427,658
THG icon
1773
Hanover Insurance
THG
$6.59B
$66.2M ﹤0.01%
364,643
+38,807
SJNK icon
1774
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.32B
$66.1M ﹤0.01%
2,583,662
+488,967
FBCG icon
1775
Fidelity Blue Chip Growth ETF
FBCG
$5.17B
$66.1M ﹤0.01%
1,231,651
+283,861
69 70
71
72 73