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
NVCR icon
3176
NovoCure
NVCR
$1.54B
$13M ﹤0.01%
731,629
+120,633
RXST icon
3177
RxSight
RXST
$352M
$13M ﹤0.01%
1,001,723
+595,337
VRE
3178
Veris Residential
VRE
$1.41B
$13M ﹤0.01%
873,499
+73,181
ATHM icon
3179
Autohome
ATHM
$3.08B
$13M ﹤0.01%
503,313
-37,784
AESI icon
3180
Atlas Energy Solutions
AESI
$1.3B
$13M ﹤0.01%
970,261
+240,552
DYN icon
3181
Dyne Therapeutics
DYN
$2.44B
$13M ﹤0.01%
1,362,176
-29,411
SFLO icon
3182
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$354M
$13M ﹤0.01%
494,605
+436,119
GCMG icon
3183
GCM Grosvenor
GCMG
$623M
$13M ﹤0.01%
1,120,939
+459,004
DOOO icon
3184
Bombardier Recreational Products
DOOO
$4.92B
$12.9M ﹤0.01%
265,705
+203,610
ECC
3185
Eagle Point Credit Co
ECC
$788M
$12.9M ﹤0.01%
1,678,509
+1,254,859
GLIN icon
3186
VanEck India Growth Leaders ETF
GLIN
$129M
$12.8M ﹤0.01%
266,441
+63,318
JRS icon
3187
Nuveen Real Estate Income Fund
JRS
$236M
$12.8M ﹤0.01%
1,650,006
+42,608
LC icon
3188
LendingClub
LC
$2.13B
$12.8M ﹤0.01%
1,066,167
-38,331
FLDR icon
3189
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
$12.8M ﹤0.01%
255,985
+75,260
LBRDA icon
3190
Liberty Broadband Class A
LBRDA
$8.05B
$12.8M ﹤0.01%
130,612
-4,758
EBC icon
3191
Eastern Bankshares
EBC
$3.51B
$12.8M ﹤0.01%
835,906
+277,406
UTEN icon
3192
US Treasury 10 Year Note ETF
UTEN
$230M
$12.8M ﹤0.01%
290,689
+32,944
LIVN icon
3193
LivaNova
LIVN
$3B
$12.7M ﹤0.01%
283,096
+59,983
XMVM icon
3194
Invesco S&P MidCap Value with Momentum ETF
XMVM
$291M
$12.7M ﹤0.01%
229,021
-9,161
EQX icon
3195
Equinox Gold
EQX
$8.62B
$12.7M ﹤0.01%
2,214,867
+333,858
DLO icon
3196
dLocal
DLO
$4.44B
$12.7M ﹤0.01%
1,121,067
+28,886
RYN icon
3197
Rayonier
RYN
$3.59B
$12.7M ﹤0.01%
572,579
-313,781
RNA icon
3198
Avidity Biosciences
RNA
$7.17B
$12.7M ﹤0.01%
445,880
-79,816
QURE icon
3199
uniQure
QURE
$3.76B
$12.7M ﹤0.01%
908,283
+304,767
ASTH icon
3200
Astrana Health
ASTH
$1.54B
$12.6M ﹤0.01%
508,362
+165,053
126 127
128
129 130