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
GBX icon
2676
The Greenbrier Companies
GBX
$1.47B
$25M ﹤0.01%
541,261
+71,138
MNA icon
2677
IQ ARB Merger Arbitrage ETF
MNA
$259M
$25M ﹤0.01%
695,365
-28,927
SLVM icon
2678
Sylvamo
SLVM
$1.98B
$24.9M ﹤0.01%
563,029
+92,236
ASB icon
2679
Associated Banc-Corp
ASB
$4.5B
$24.9M ﹤0.01%
967,615
-125,160
BRC icon
2680
Brady Corp
BRC
$3.8B
$24.8M ﹤0.01%
318,076
-3,926
SDHY
2681
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
$24.8M ﹤0.01%
1,481,003
-57,767
EVYM
2682
Eaton Vance High Income Municipal ETF
EVYM
$49.9M
$24.7M ﹤0.01%
500,401
EELV icon
2683
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$417M
$24.7M ﹤0.01%
928,875
-6,190
ULST icon
2684
State Street Ultra Short Term Bond ETF
ULST
$636M
$24.7M ﹤0.01%
606,609
-56,286
NTCT icon
2685
NETSCOUT
NTCT
$1.98B
$24.7M ﹤0.01%
954,928
-164,013
EWT icon
2686
iShares MSCI Taiwan ETF
EWT
$6.95B
$24.7M ﹤0.01%
387,627
+5,892
CCS icon
2687
Century Communities
CCS
$1.86B
$24.7M ﹤0.01%
389,136
-34,657
FIVN icon
2688
FIVE9
FIVN
$1.65B
$24.6M ﹤0.01%
1,018,367
+126,419
RAMP icon
2689
LiveRamp
RAMP
$1.92B
$24.6M ﹤0.01%
906,394
+32,978
GLO
2690
Clough Global Opportunities Fund
GLO
$243M
$24.6M ﹤0.01%
4,314,472
-72,146
FNCL icon
2691
Fidelity MSCI Financials Index ETF
FNCL
$2.44B
$24.6M ﹤0.01%
321,639
-9,916
DNLI icon
2692
Denali Therapeutics
DNLI
$2.81B
$24.5M ﹤0.01%
1,689,492
+377,476
PRVA icon
2693
Privia Health
PRVA
$2.99B
$24.5M ﹤0.01%
982,621
-125,510
TGB
2694
Taseko Mines
TGB
$1.96B
$24.4M ﹤0.01%
5,773,905
+408,228
HOMB icon
2695
Home BancShares
HOMB
$5.64B
$24.4M ﹤0.01%
860,752
-266,302
BSJR icon
2696
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$696M
$24.4M ﹤0.01%
1,070,817
+40,202
BCO icon
2697
Brink's
BCO
$4.96B
$24.3M ﹤0.01%
208,314
-46,280
PGF icon
2698
Invesco Financial Preferred ETF
PGF
$761M
$24.3M ﹤0.01%
1,663,860
-43,435
ZEPP
2699
Zepp Health
ZEPP
$409M
$24.2M ﹤0.01%
529,514
+497,718
AGYS icon
2700
Agilysys
AGYS
$3.5B
$24.2M ﹤0.01%
229,882
+3,325
106 107
108
109 110