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
PBI icon
2726
Pitney Bowes
PBI
$1.63B
$23.6M ﹤0.01%
2,070,052
-1,511,995
ISCB icon
2727
iShares Morningstar Small-Cap ETF
ISCB
$257M
$23.5M ﹤0.01%
371,276
+7,610
GIGB icon
2728
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$736M
$23.5M ﹤0.01%
504,363
+3,661
MVST icon
2729
Microvast
MVST
$935M
$23.5M ﹤0.01%
6,110,759
-1,301,457
QCLN icon
2730
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$543M
$23.5M ﹤0.01%
560,094
+236,354
SCHZ icon
2731
Schwab US Aggregate Bond ETF
SCHZ
$9.42B
$23.5M ﹤0.01%
1,000,282
-12,976
PEB icon
2732
Pebblebrook Hotel Trust
PEB
$1.32B
$23.5M ﹤0.01%
2,060,574
-59,712
CTRI icon
2733
Centuri Holdings
CTRI
$2.63B
$23.5M ﹤0.01%
1,108,415
+952,553
OXLC
2734
Oxford Lane Capital
OXLC
$1.32B
$23.5M ﹤0.01%
1,385,915
+994,978
IBDZ
2735
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$585M
$23.4M ﹤0.01%
884,474
+715,233
CHCO icon
2736
City Holding Co
CHCO
$1.82B
$23.4M ﹤0.01%
188,952
-13,386
PL icon
2737
Planet Labs
PL
$5.66B
$23.4M ﹤0.01%
1,802,405
-1,194,192
DAVE icon
2738
Dave Inc
DAVE
$2.58B
$23.4M ﹤0.01%
117,288
+33,590
SHO icon
2739
Sunstone Hotel Investors
SHO
$1.76B
$23.4M ﹤0.01%
2,494,715
+90,212
HRMY icon
2740
Harmony Biosciences
HRMY
$2.24B
$23.4M ﹤0.01%
847,895
+89,032
RSPG icon
2741
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$425M
$23.4M ﹤0.01%
293,436
+15,910
UE icon
2742
Urban Edge Properties
UE
$2.48B
$23.4M ﹤0.01%
1,140,793
+38,316
ARLO icon
2743
Arlo Technologies
ARLO
$1.42B
$23.3M ﹤0.01%
1,374,462
+336,316
KN icon
2744
Knowles
KN
$1.92B
$23.3M ﹤0.01%
998,437
-184,333
VECO icon
2745
Veeco
VECO
$1.85B
$23.3M ﹤0.01%
764,821
-260,203
FEMS icon
2746
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$241M
$23.2M ﹤0.01%
526,138
-5,101
RWX icon
2747
SPDR Dow Jones International Real Estate ETF
RWX
$291M
$23.2M ﹤0.01%
833,229
-48,550
EBC icon
2748
Eastern Bankshares
EBC
$4.38B
$23.1M ﹤0.01%
1,272,099
+436,193
OFG icon
2749
OFG Bancorp
OFG
$1.86B
$23M ﹤0.01%
529,764
+16,375
WSFS icon
2750
WSFS Financial
WSFS
$3.17B
$23M ﹤0.01%
427,135
-8,160
108 109
110
111 112