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
AVNT icon
2801
Avient
AVNT
$2.79B
$21.7M ﹤0.01%
657,290
-290,631
FCF icon
2802
First Commonwealth Financial
FCF
$1.79B
$21.6M ﹤0.01%
1,268,942
-17,616
USA icon
2803
Liberty All-Star Equity Fund
USA
$1.83B
$21.6M ﹤0.01%
3,409,523
+3,091
TIGR
2804
UP Fintech Holding
TIGR
$1.57B
$21.6M ﹤0.01%
2,023,628
-1,672,414
SGRY icon
2805
Surgery Partners
SGRY
$2B
$21.6M ﹤0.01%
997,183
+443,370
KIO
2806
KKR Income Opportunities Fund
KIO
$474M
$21.6M ﹤0.01%
1,712,582
+194,246
NXTG icon
2807
First Trust Indxx NextG ETF
NXTG
$411M
$21.6M ﹤0.01%
208,153
+1,496
PTF icon
2808
Invesco Dorsey Wright Technology Momentum ETF
PTF
$371M
$21.6M ﹤0.01%
288,106
+5,055
AUPH icon
2809
Aurinia Pharmaceuticals
AUPH
$2.07B
$21.5M ﹤0.01%
1,946,785
-449,454
ZIM icon
2810
ZIM Integrated Shipping Services
ZIM
$2.46B
$21.5M ﹤0.01%
1,587,472
-124,916
SIVR icon
2811
abrdn Physical Silver Shares ETF
SIVR
$4.69B
$21.5M ﹤0.01%
483,527
+57,131
BVN icon
2812
Compañía de Minas Buenaventura
BVN
$7.04B
$21.5M ﹤0.01%
883,326
-81,320
VIA
2813
Via Transportation Inc
VIA
$2.37B
$21.5M ﹤0.01%
+446,685
IMNM icon
2814
Immunome
IMNM
$2.08B
$21.5M ﹤0.01%
1,833,818
+1,429,461
BTSG icon
2815
BrightSpring Health Services
BTSG
$6.49B
$21.4M ﹤0.01%
725,014
-388,307
MD icon
2816
Pediatrix Medical
MD
$1.95B
$21.4M ﹤0.01%
1,279,411
-36,951
MOO icon
2817
VanEck Agribusiness ETF
MOO
$593M
$21.4M ﹤0.01%
291,386
-706
AIV
2818
Aimco
AIV
$818M
$21.4M ﹤0.01%
2,698,533
+1,497,133
KYMR icon
2819
Kymera Therapeutics
KYMR
$6.85B
$21.4M ﹤0.01%
377,799
+140,194
ADMA icon
2820
ADMA Biologics
ADMA
$4.7B
$21.4M ﹤0.01%
1,458,194
-503,391
RIV
2821
RiverNorth Opportunities Fund
RIV
$321M
$21.4M ﹤0.01%
1,781,210
+14,653
SBLK icon
2822
Star Bulk Carriers
SBLK
$2.08B
$21.4M ﹤0.01%
1,149,320
+642,103
IDHQ icon
2823
Invesco S&P International Developed Quality ETF
IDHQ
$546M
$21.3M ﹤0.01%
633,960
+56,072
OUST icon
2824
Ouster
OUST
$1.33B
$21.3M ﹤0.01%
788,572
+167,493
ZK icon
2825
Zeekr
ZK
$6.85B
$21.3M ﹤0.01%
699,802
+474,948
111 112
113
114 115