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
CHDN icon
1951
Churchill Downs
CHDN
$8.14B
$53.6M ﹤0.01%
552,428
-145,468
CLBT icon
1952
Cellebrite
CLBT
$4.6B
$53.4M ﹤0.01%
2,882,346
-1,770,232
SNDR icon
1953
Schneider National
SNDR
$4.73B
$53.4M ﹤0.01%
2,521,542
+470,755
FDD icon
1954
First Trust STOXX European Select Dividend Income Fund
FDD
$655M
$53.1M ﹤0.01%
3,285,269
+595,324
KNSA icon
1955
Kiniksa Pharmaceuticals
KNSA
$3.15B
$52.9M ﹤0.01%
1,362,923
+296,644
FHB icon
1956
First Hawaiian
FHB
$3.22B
$52.9M ﹤0.01%
2,130,127
-3,798
NKTR icon
1957
Nektar Therapeutics
NKTR
$1.11B
$52.9M ﹤0.01%
929,151
+857,012
NZF icon
1958
Nuveen Municipal Credit Income Fund
NZF
$2.46B
$52.8M ﹤0.01%
4,201,198
-261,984
GLOB icon
1959
Globant
GLOB
$2.98B
$52.8M ﹤0.01%
919,482
+275,636
AAP icon
1960
Advance Auto Parts
AAP
$2.78B
$52.7M ﹤0.01%
859,026
-590,958
ADX icon
1961
Adams Diversified Equity Fund
ADX
$2.71B
$52.7M ﹤0.01%
2,363,656
-207,758
PEY icon
1962
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$52.7M ﹤0.01%
2,500,898
-38,372
NULV icon
1963
Nuveen ESG Large-Cap Value ETF
NULV
$1.94B
$52.7M ﹤0.01%
1,201,762
+26,811
DK icon
1964
Delek US
DK
$2.05B
$52.6M ﹤0.01%
1,629,978
+21,984
FMS icon
1965
Fresenius Medical Care
FMS
$13.7B
$52.6M ﹤0.01%
1,997,342
-371,747
SAIC icon
1966
Saic
SAIC
$4.52B
$52.5M ﹤0.01%
528,683
+15,156
NWS icon
1967
News Corp Class B
NWS
$16.5B
$52.4M ﹤0.01%
1,517,622
+40,439
BST icon
1968
BlackRock Science and Technology Trust
BST
$1.39B
$52.3M ﹤0.01%
1,265,582
-15,612
GVI icon
1969
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$52.3M ﹤0.01%
487,129
-14,157
HIMU
1970
iShares High Yield Muni Active ETF
HIMU
$2.34B
$52.3M ﹤0.01%
1,063,613
+80,303
IMTM icon
1971
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.56B
$52.3M ﹤0.01%
1,091,703
+102,845
MLYS icon
1972
Mineralys Therapeutics
MLYS
$2.92B
$52.2M ﹤0.01%
1,376,998
+789,168
VC icon
1973
Visteon
VC
$2.82B
$52M ﹤0.01%
433,951
+119,156
JQC icon
1974
Nuveen Credit Strategies Income Fund
JQC
$745M
$51.8M ﹤0.01%
9,835,248
-804,839
PZA icon
1975
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$51.8M ﹤0.01%
2,244,677
+337,198
77 78
79
80 81