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
SUPN icon
2701
Supernus Pharmaceuticals
SUPN
$2.85B
$21.9M ﹤0.01%
693,752
+43,914
CRNX icon
2702
Crinetics Pharmaceuticals
CRNX
$4.04B
$21.9M ﹤0.01%
760,022
+245,338
VRNT icon
2703
Verint Systems
VRNT
$1.22B
$21.9M ﹤0.01%
1,111,163
+400,329
ICLN icon
2704
iShares Global Clean Energy ETF
ICLN
$1.77B
$21.9M ﹤0.01%
1,667,004
-983,304
UEC icon
2705
Uranium Energy
UEC
$6.55B
$21.9M ﹤0.01%
3,213,405
-1,595,511
BFOR icon
2706
Barron's 400 ETF
BFOR
$182M
$21.8M ﹤0.01%
283,665
+617
IXP icon
2707
iShares Global Comm Services ETF
IXP
$688M
$21.8M ﹤0.01%
194,359
+6,300
EOSE icon
2708
Eos Energy Enterprises
EOSE
$4.65B
$21.8M ﹤0.01%
4,252,662
+2,791,740
OII icon
2709
Oceaneering
OII
$2.38B
$21.8M ﹤0.01%
1,050,683
+10,396
JOE icon
2710
St. Joe Company
JOE
$2.86B
$21.7M ﹤0.01%
455,877
-42,340
TOLZ icon
2711
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$157M
$21.7M ﹤0.01%
403,553
+22,900
DFJ icon
2712
WisdomTree Japan SmallCap Dividend Fund
DFJ
$310M
$21.7M ﹤0.01%
253,569
-9,474
STC icon
2713
Stewart Information Services
STC
$2B
$21.7M ﹤0.01%
333,431
+51,985
LNN icon
2714
Lindsay Corp
LNN
$1.4B
$21.7M ﹤0.01%
150,455
+8,181
LFMD icon
2715
LifeMD
LFMD
$294M
$21.7M ﹤0.01%
1,593,282
+847,262
CFO icon
2716
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$420M
$21.7M ﹤0.01%
304,354
-19,967
ISCV icon
2717
iShares Morningstar Small-Cap Value ETF
ISCV
$547M
$21.7M ﹤0.01%
352,812
-34,918
RIV
2718
RiverNorth Opportunities Fund
RIV
$316M
$21.7M ﹤0.01%
1,766,557
-1,963
GBX icon
2719
The Greenbrier Companies
GBX
$1.42B
$21.6M ﹤0.01%
470,123
-87,643
HYLB icon
2720
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.86B
$21.6M ﹤0.01%
585,926
+75,588
CVMC icon
2721
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$80.2M
$21.6M ﹤0.01%
356,159
-1,016
SBCF icon
2722
Seacoast Banking Corp of Florida
SBCF
$2.96B
$21.6M ﹤0.01%
782,675
+12,885
STNG icon
2723
Scorpio Tankers
STNG
$2.93B
$21.6M ﹤0.01%
551,904
-91,451
HMN icon
2724
Horace Mann Educators
HMN
$1.81B
$21.6M ﹤0.01%
502,168
+2,787
RTO icon
2725
Rentokil
RTO
$13.6B
$21.6M ﹤0.01%
899,087
+539,113
107 108
109
110 111