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
CNA icon
2926
CNA Financial
CNA
$12.8B
$19.1M ﹤0.01%
410,685
-102,746
SBCF icon
2927
Seacoast Banking Corp of Florida
SBCF
$3.16B
$19M ﹤0.01%
625,993
-156,682
JRI icon
2928
Nuveen Real Asset Income & Growth Fund
JRI
$370M
$19M ﹤0.01%
1,334,330
-111,873
IGPT icon
2929
Invesco AI and Next Gen Software ETF
IGPT
$630M
$19M ﹤0.01%
351,758
+69,441
UNF icon
2930
Unifirst Corp
UNF
$3.15B
$19M ﹤0.01%
113,450
-116,580
RSPH icon
2931
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$752M
$18.9M ﹤0.01%
643,306
-142,690
PRCH icon
2932
Porch Group
PRCH
$977M
$18.8M ﹤0.01%
1,120,901
-462,000
MTAL
2933
DELISTED
Metals Acquisition
MTAL
$18.8M ﹤0.01%
1,540,424
+1,150,910
BIT icon
2934
BlackRock Multi-Sector Income Trust
BIT
$577M
$18.8M ﹤0.01%
1,403,816
+117,122
IMTX icon
2935
Immatics
IMTX
$1.35B
$18.8M ﹤0.01%
2,205,321
-598,771
HYGV icon
2936
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.18B
$18.8M ﹤0.01%
455,937
+19,298
QURE icon
2937
uniQure
QURE
$1.36B
$18.8M ﹤0.01%
321,501
-586,782
SMPL icon
2938
Simply Good Foods
SMPL
$1.91B
$18.7M ﹤0.01%
754,217
-69,743
FDIS icon
2939
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.98B
$18.7M ﹤0.01%
181,883
-199
PRK icon
2940
Park National Corp
PRK
$2.63B
$18.7M ﹤0.01%
114,877
-18,207
NAT icon
2941
Nordic American Tanker
NAT
$731M
$18.7M ﹤0.01%
5,945,269
+159,099
CIFR icon
2942
Cipher Mining
CIFR
$5.92B
$18.7M ﹤0.01%
1,481,714
-721,959
LNW
2943
DELISTED
Light & Wonder
LNW
$18.6M ﹤0.01%
221,943
-9,150
CPRI icon
2944
Capri Holdings
CPRI
$3.06B
$18.6M ﹤0.01%
934,822
-361,810
UCTT icon
2945
Ultra Clean Holdings
UCTT
$1.14B
$18.6M ﹤0.01%
682,064
-88,474
NPKI
2946
NPK International
NPKI
$1.07B
$18.6M ﹤0.01%
1,642,905
-318,066
ENVX icon
2947
Enovix
ENVX
$1.67B
$18.6M ﹤0.01%
1,860,608
-135,890
COGT icon
2948
Cogent Biosciences
COGT
$6.14B
$18.5M ﹤0.01%
1,288,164
+59,043
APGE icon
2949
Apogee Therapeutics
APGE
$5.11B
$18.5M ﹤0.01%
464,963
-9,739
SNDX icon
2950
Syndax Pharmaceuticals
SNDX
$1.8B
$18.5M ﹤0.01%
1,199,296
+350,060
116 117
118
119 120