Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.65%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COTY icon
2476
Coty
COTY
$3.79B
$27.9M ﹤0.01%
6,003,822
+1,807,227
EAD
2477
Allspring Income Opportunities Fund
EAD
$402M
$27.9M ﹤0.01%
3,952,688
+162,140
LOAR icon
2478
Loar Holdings
LOAR
$7.47B
$27.9M ﹤0.01%
323,425
+20,316
CRC icon
2479
California Resources
CRC
$3.96B
$27.8M ﹤0.01%
609,682
-47,127
NMZ icon
2480
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
$27.8M ﹤0.01%
2,682,226
-15,679
CHX
2481
DELISTED
ChampionX
CHX
$27.8M ﹤0.01%
1,118,127
-2,200,292
DGS icon
2482
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$27.8M ﹤0.01%
502,645
+13,158
NTCT icon
2483
NETSCOUT
NTCT
$1.86B
$27.8M ﹤0.01%
1,118,941
-354,306
FCOM icon
2484
Fidelity MSCI Communication Services Index ETF
FCOM
$1.79B
$27.8M ﹤0.01%
428,311
+22,149
FULT icon
2485
Fulton Financial
FULT
$3.11B
$27.8M ﹤0.01%
1,538,398
+10,449
DOCN icon
2486
DigitalOcean
DOCN
$3.77B
$27.7M ﹤0.01%
969,792
-209,568
RBCAA icon
2487
Republic Bancorp
RBCAA
$1.39B
$27.6M ﹤0.01%
377,578
-3,783
VIOG icon
2488
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$863M
$27.6M ﹤0.01%
241,107
+21,022
ZIM icon
2489
ZIM Integrated Shipping Services
ZIM
$1.62B
$27.6M ﹤0.01%
1,712,388
+762,232
NMM icon
2490
Navios Maritime Partners
NMM
$1.32B
$27.5M ﹤0.01%
730,221
+85,096
AMKR icon
2491
Amkor Technology
AMKR
$7.73B
$27.4M ﹤0.01%
1,305,996
-97,390
IRTC icon
2492
iRhythm Technologies
IRTC
$5.84B
$27.4M ﹤0.01%
177,898
-54,771
PCVX icon
2493
Vaxcyte
PCVX
$5.5B
$27.4M ﹤0.01%
841,922
+234,971
WT icon
2494
WisdomTree
WT
$1.9B
$27.3M ﹤0.01%
2,374,546
+210,381
SKY icon
2495
Champion Homes
SKY
$4.28B
$27.3M ﹤0.01%
436,243
-37,555
USAC icon
2496
USA Compression Partners
USAC
$2.83B
$27.3M ﹤0.01%
1,122,612
-250,298
NATL icon
2497
NCR Atleos
NATL
$2.72B
$27.3M ﹤0.01%
956,423
-17,904
PEJ icon
2498
Invesco Leisure and Entertainment ETF
PEJ
$335M
$27.3M ﹤0.01%
479,301
+19,689
AXGN icon
2499
Axogen
AXGN
$763M
$27.2M ﹤0.01%
2,510,703
-90,519
RXO icon
2500
RXO
RXO
$2.83B
$27.2M ﹤0.01%
1,732,618
+159,835
98 99
100
101 102