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
TVTX icon
2651
Travere Therapeutics
TVTX
$2.45B
$23.2M ﹤0.01%
1,568,544
-73,517
USA icon
2652
Liberty All-Star Equity Fund
USA
$1.86B
$23.2M ﹤0.01%
3,406,432
+121,527
SDGR icon
2653
Schrodinger
SDGR
$1.55B
$23.2M ﹤0.01%
1,152,304
-20,641
FTGS icon
2654
First Trust Growth Strength ETF
FTGS
$1.3B
$23.1M ﹤0.01%
676,790
+50,951
LSAK icon
2655
Lesaka Technologies
LSAK
$354M
$23.1M ﹤0.01%
5,147,335
-17,555
GLRE icon
2656
Greenlight Captial
GLRE
$418M
$23.1M ﹤0.01%
1,605,777
+3,383
GIGB icon
2657
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$692M
$23M ﹤0.01%
500,702
-28,639
LGND icon
2658
Ligand Pharmaceuticals
LGND
$3.64B
$23M ﹤0.01%
202,409
-36,683
BSJP icon
2659
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$23M ﹤0.01%
996,877
-80,851
CPRI icon
2660
Capri Holdings
CPRI
$2.68B
$23M ﹤0.01%
1,296,632
+293,945
RSPH icon
2661
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$747M
$22.9M ﹤0.01%
785,996
+78,903
IHAK icon
2662
iShares Cybersecurity and Tech ETF
IHAK
$945M
$22.9M ﹤0.01%
430,947
-41,230
PFS icon
2663
Provident Financial Services
PFS
$2.45B
$22.9M ﹤0.01%
1,307,794
+41,756
ATKR icon
2664
Atkore
ATKR
$2.26B
$22.9M ﹤0.01%
324,576
+4,984
GTM
2665
ZoomInfo Technologies
GTM
$3.47B
$22.8M ﹤0.01%
2,253,615
+147,056
MNSO icon
2666
MINISO
MNSO
$6.63B
$22.8M ﹤0.01%
1,251,644
-1,371,744
BANC icon
2667
Banc of California
BANC
$2.66B
$22.8M ﹤0.01%
1,620,184
-296,431
BCO icon
2668
Brink's
BCO
$4.8B
$22.7M ﹤0.01%
254,594
-80,590
PCRX icon
2669
Pacira BioSciences
PCRX
$970M
$22.7M ﹤0.01%
950,036
-47,570
NUDM icon
2670
Nuveen ESG International Developed Markets Equity ETF
NUDM
$622M
$22.7M ﹤0.01%
638,950
-22,552
MLCO icon
2671
Melco Resorts & Entertainment
MLCO
$3.19B
$22.6M ﹤0.01%
3,121,158
+109,486
HDEF icon
2672
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.11B
$22.6M ﹤0.01%
781,903
+45,469
SEM icon
2673
Select Medical
SEM
$1.71B
$22.6M ﹤0.01%
1,485,955
+310,914
HGV icon
2674
Hilton Grand Vacations
HGV
$3.9B
$22.5M ﹤0.01%
542,852
+125,057
KRP icon
2675
Kimbell Royalty Partners
KRP
$1.21B
$22.5M ﹤0.01%
1,614,130
-209,274
105 106
107
108 109