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
WRD
2976
WeRide Inc
WRD
$3.33B
$16.6M ﹤0.01%
2,109,062
+2,054,690
DRS icon
2977
Leonardo DRS
DRS
$10.8B
$16.6M ﹤0.01%
356,505
-138,755
ARI
2978
Apollo Commercial Real Estate
ARI
$1.42B
$16.6M ﹤0.01%
1,709,772
-125,577
PRLB icon
2979
Protolabs
PRLB
$1.3B
$16.5M ﹤0.01%
413,097
+1,015
CLOU icon
2980
Global X Cloud Computing ETF
CLOU
$316M
$16.5M ﹤0.01%
708,396
+387,073
DVAX icon
2981
Dynavax Technologies
DVAX
$1.19B
$16.5M ﹤0.01%
1,664,340
-820,852
GDOT icon
2982
Green Dot
GDOT
$725M
$16.5M ﹤0.01%
1,528,379
+513,301
WOOF icon
2983
Petco
WOOF
$1.03B
$16.5M ﹤0.01%
5,817,245
-969,035
IBMP icon
2984
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
$16.4M ﹤0.01%
648,327
+161,866
KC
2985
Kingsoft Cloud Holdings
KC
$3.81B
$16.4M ﹤0.01%
1,311,106
-1,488,584
ELME
2986
Elme Communities
ELME
$1.49B
$16.4M ﹤0.01%
1,032,228
-22,178
INDY icon
2987
iShares S&P India Nifty 50 Index Fund
INDY
$692M
$16.4M ﹤0.01%
301,559
-21,953
CABO icon
2988
Cable One
CABO
$893M
$16.4M ﹤0.01%
120,737
+56,885
BWG
2989
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$144M
$16.4M ﹤0.01%
1,969,087
-107,569
CIGI icon
2990
Colliers International
CIGI
$8.6B
$16.3M ﹤0.01%
125,233
-8,958
HI icon
2991
Hillenbrand
HI
$2.21B
$16.3M ﹤0.01%
812,367
-17,522
TLK icon
2992
Telkom Indonesia
TLK
$19.9B
$16.3M ﹤0.01%
962,104
-296,302
HYZD icon
2993
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$187M
$16.3M ﹤0.01%
727,574
-12,725
GO icon
2994
Grocery Outlet
GO
$1.49B
$16.3M ﹤0.01%
1,311,411
+377,209
GRBK icon
2995
Green Brick Partners
GRBK
$2.98B
$16.3M ﹤0.01%
258,941
-52,600
WSBC icon
2996
WesBanco
WSBC
$3.01B
$16.3M ﹤0.01%
514,013
+51,033
DFAC icon
2997
Dimensional US Core Equity 2 ETF
DFAC
$38.7B
$16.3M ﹤0.01%
453,591
-9,153
DAC icon
2998
Danaos Corp
DAC
$1.6B
$16.3M ﹤0.01%
188,482
+26,064
JACK icon
2999
Jack in the Box
JACK
$335M
$16.2M ﹤0.01%
929,259
+534,082
DHT icon
3000
DHT Holdings
DHT
$2.03B
$16.2M ﹤0.01%
1,498,402
+347,172
118 119
120
121 122