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
$1.54T
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 22.63%
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
WLFC icon
2901
Willis Lease Finance
WLFC
$1.25B
$18.1M ﹤0.01%
127,006
+72,459
SAH icon
2902
Sonic Automotive
SAH
$2.15B
$18.1M ﹤0.01%
226,676
+42,927
EVLV icon
2903
Evolv Technologies
EVLV
$1.09B
$18.1M ﹤0.01%
2,903,335
+2,215,374
ALKT icon
2904
Alkami Technology
ALKT
$2.09B
$18.1M ﹤0.01%
600,795
-79,117
HFRO
2905
Highland Opportunities and Income Fund
HFRO
$350M
$18.1M ﹤0.01%
3,480,637
-31,057
ENVX icon
2906
Enovix
ENVX
$1.78B
$18.1M ﹤0.01%
1,996,498
-2,146,969
CRGY icon
2907
Crescent Energy
CRGY
$2.75B
$18.1M ﹤0.01%
2,100,049
+394,297
BBAR icon
2908
BBVA Argentina
BBAR
$3.61B
$18M ﹤0.01%
1,096,043
+630,373
CENT icon
2909
Central Garden & Pet Co
CENT
$2.01B
$18M ﹤0.01%
511,784
-16,196
XHLF icon
2910
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.93B
$18M ﹤0.01%
357,274
+275,096
FTXL icon
2911
First Trust Nasdaq Semiconductor ETF
FTXL
$1.52B
$18M ﹤0.01%
187,368
-12,351
XT icon
2912
iShares Future Exponential Technologies ETF
XT
$3.7B
$17.9M ﹤0.01%
274,900
-73,536
FRHC icon
2913
Freedom Holding
FRHC
$7.71B
$17.9M ﹤0.01%
122,799
+79,190
HYGV icon
2914
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.19B
$17.9M ﹤0.01%
436,639
-51,782
LCID icon
2915
Lucid Motors
LCID
$3.28B
$17.9M ﹤0.01%
848,667
-8,444
CWEN.A icon
2916
Clearway Energy Class A
CWEN.A
$4.05B
$17.9M ﹤0.01%
590,951
+40,250
NSSC icon
2917
Napco Security Technologies
NSSC
$1.38B
$17.8M ﹤0.01%
600,514
+20,194
LZB icon
2918
La-Z-Boy
LZB
$1.62B
$17.8M ﹤0.01%
479,477
+88,730
SAM icon
2919
Boston Beer
SAM
$2.2B
$17.8M ﹤0.01%
93,287
+33,027
GIII icon
2920
G-III Apparel Group
GIII
$1.27B
$17.8M ﹤0.01%
793,952
+51,308
NEE.PRS
2921
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.13B
$17.8M ﹤0.01%
377,579
-61,617
PHI icon
2922
PLDT
PHI
$4.82B
$17.8M ﹤0.01%
816,320
+46,807
PDX
2923
PIMCO Dynamic Income Strategy Fund
PDX
$882M
$17.7M ﹤0.01%
719,983
-27,180
VET icon
2924
Vermilion Energy
VET
$1.34B
$17.7M ﹤0.01%
2,435,499
+713,547
SPB icon
2925
Spectrum Brands
SPB
$1.45B
$17.7M ﹤0.01%
334,217
-103,034
115 116
117
118 119