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
LSAK icon
2826
Lesaka Technologies
LSAK
$367M
$21.3M ﹤0.01%
5,131,035
-16,300
IBTO icon
2827
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$422M
$21.3M ﹤0.01%
863,678
+255,122
ANIP icon
2828
ANI Pharmaceuticals
ANIP
$1.83B
$21.3M ﹤0.01%
232,026
+31,150
STC icon
2829
Stewart Information Services
STC
$2.22B
$21.2M ﹤0.01%
289,703
-43,728
OXM icon
2830
Oxford Industries
OXM
$559M
$21.2M ﹤0.01%
523,928
+34,213
IVOG icon
2831
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$21.2M ﹤0.01%
177,662
+8,119
GLRE icon
2832
Greenlight Captial
GLRE
$490M
$21.2M ﹤0.01%
1,667,444
+61,667
OS
2833
OneStream Inc
OS
$3.19B
$21.1M ﹤0.01%
1,146,709
+208,414
BRCB
2834
Black Rock Coffee Bar Inc
BRCB
$391M
$21.1M ﹤0.01%
+885,713
VAC icon
2835
Marriott Vacations Worldwide
VAC
$2B
$21.1M ﹤0.01%
317,310
+37,009
DGRS icon
2836
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$356M
$21.1M ﹤0.01%
422,529
-4,305
SONO icon
2837
Sonos
SONO
$2.2B
$21.1M ﹤0.01%
1,335,542
-488,525
EXI icon
2838
iShares Global Industrials ETF
EXI
$939M
$21.1M ﹤0.01%
121,946
+48,334
ZETA icon
2839
Zeta Global
ZETA
$4.3B
$21.1M ﹤0.01%
1,059,660
-229,744
AXL icon
2840
American Axle
AXL
$751M
$21.1M ﹤0.01%
3,503,005
+832,442
CVMC icon
2841
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$84.5M
$21M ﹤0.01%
331,254
-24,905
MIAX
2842
Miami International Holdings
MIAX
$3.47B
$21M ﹤0.01%
+520,977
ASTE icon
2843
Astec Industries
ASTE
$1.06B
$21M ﹤0.01%
435,541
-35,155
FLKR icon
2844
Franklin FTSE South Korea ETF
FLKR
$229M
$20.9M ﹤0.01%
775,410
REAL icon
2845
The RealReal
REAL
$1.64B
$20.9M ﹤0.01%
1,966,753
+896,318
GLP icon
2846
Global Partners
GLP
$1.48B
$20.9M ﹤0.01%
435,534
+27,360
CFO icon
2847
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$409M
$20.9M ﹤0.01%
283,183
-21,171
ATKR icon
2848
Atkore
ATKR
$2.18B
$20.9M ﹤0.01%
332,994
+8,418
RCUS icon
2849
Arcus Biosciences
RCUS
$2.71B
$20.9M ﹤0.01%
1,536,088
+66,284
NRIX icon
2850
Nurix Therapeutics
NRIX
$1.93B
$20.9M ﹤0.01%
2,260,746
+93,625
112 113
114
115 116