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
PRCH icon
2876
Porch Group
PRCH
$1.62B
$18.7M ﹤0.01%
1,582,901
+1,000,478
GENI icon
2877
Genius Sports
GENI
$2.83B
$18.6M ﹤0.01%
1,789,793
+478,086
SUSC icon
2878
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
$18.6M ﹤0.01%
800,296
-172,252
RWO icon
2879
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$18.6M ﹤0.01%
420,759
-6,919
DBA icon
2880
Invesco DB Agriculture Fund
DBA
$798M
$18.6M ﹤0.01%
709,984
-360,169
DNOW icon
2881
DNOW Inc
DNOW
$1.53B
$18.6M ﹤0.01%
1,251,369
-215,177
SOC icon
2882
Sable Offshore Corp
SOC
$1.4B
$18.5M ﹤0.01%
843,555
+73,160
AMED
2883
DELISTED
Amedisys
AMED
$18.5M ﹤0.01%
188,387
-5,545
TAXF icon
2884
American Century Diversified Municipal Bond ETF
TAXF
$522M
$18.5M ﹤0.01%
378,537
-34,462
KGS icon
2885
Kodiak Gas Services
KGS
$3.04B
$18.5M ﹤0.01%
539,803
+57,090
LEGN icon
2886
Legend Biotech
LEGN
$5.85B
$18.4M ﹤0.01%
518,289
-613,827
AG icon
2887
First Majestic Silver
AG
$6.32B
$18.4M ﹤0.01%
2,223,623
+347,689
REVG icon
2888
REV Group
REVG
$2.87B
$18.4M ﹤0.01%
385,914
-172,999
DNLI icon
2889
Denali Therapeutics
DNLI
$2.48B
$18.4M ﹤0.01%
1,312,016
+58,413
KBWP icon
2890
Invesco KBW Property & Casualty Insurance ETF
KBWP
$466M
$18.3M ﹤0.01%
149,012
+116,486
LZ icon
2891
LegalZoom.com
LZ
$1.88B
$18.3M ﹤0.01%
2,053,447
+747,723
PL icon
2892
Planet Labs
PL
$3.99B
$18.3M ﹤0.01%
2,996,597
+137,674
ROBT icon
2893
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$629M
$18.2M ﹤0.01%
377,211
+71,867
FUTY icon
2894
Fidelity MSCI Utilities Index ETF
FUTY
$2.11B
$18.2M ﹤0.01%
346,248
+46,552
HE icon
2895
Hawaiian Electric Industries
HE
$2.04B
$18.2M ﹤0.01%
1,712,477
-85,438
NEO icon
2896
NeoGenomics
NEO
$1.35B
$18.2M ﹤0.01%
2,488,487
+942,228
MCRI icon
2897
Monarch Casino & Resort
MCRI
$1.78B
$18.2M ﹤0.01%
210,346
-16,115
GTY
2898
Getty Realty Corp
GTY
$1.56B
$18.2M ﹤0.01%
657,231
-14,104
COLL icon
2899
Collegium Pharmaceutical
COLL
$1.11B
$18.2M ﹤0.01%
613,826
-22,684
QDF icon
2900
FlexShares Quality Dividend Index Fund
QDF
$1.99B
$18.1M ﹤0.01%
247,950
+7,918
114 115
116
117 118