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
BBBY
3351
Bed Bath & Beyond
BBBY
$531M
$10.6M ﹤0.01%
1,539,257
-570,107
AMBP icon
3352
Ardagh Metal Packaging
AMBP
$2.27B
$10.6M ﹤0.01%
2,473,609
+1,342,040
QCLN icon
3353
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$545M
$10.6M ﹤0.01%
323,740
-11,895
SGHC icon
3354
SGHC Ltd
SGHC
$6.03B
$10.6M ﹤0.01%
964,608
+18,943
GSEE icon
3355
Goldman Sachs MarketBeta Emerging Markets Equity ETF
GSEE
$132M
$10.6M ﹤0.01%
209,447
+40,005
BBW icon
3356
Build-A-Bear
BBW
$729M
$10.6M ﹤0.01%
204,889
-8,387
GDYN icon
3357
Grid Dynamics Holdings
GDYN
$678M
$10.6M ﹤0.01%
914,412
+75,788
AVDL
3358
Avadel Pharmaceuticals
AVDL
$1.81B
$10.6M ﹤0.01%
1,192,606
+157,992
EVGO icon
3359
EVgo
EVGO
$554M
$10.5M ﹤0.01%
2,889,260
+373,785
JSTC icon
3360
Adasina Social Justice All Cap Global ETF
JSTC
$256M
$10.5M ﹤0.01%
532,813
-67,184
CIFR icon
3361
Cipher Mining
CIFR
$8.13B
$10.5M ﹤0.01%
2,203,673
-1,389,531
GES icon
3362
Guess Inc
GES
$884M
$10.5M ﹤0.01%
870,081
-5,635
AVNS icon
3363
Avanos Medical
AVNS
$547M
$10.5M ﹤0.01%
858,520
+172,672
CELC icon
3364
Celcuity
CELC
$3.01B
$10.5M ﹤0.01%
784,079
-52,869
JAMF icon
3365
Jamf
JAMF
$1.41B
$10.5M ﹤0.01%
1,100,124
+362,885
UUUU icon
3366
Energy Fuels
UUUU
$4.93B
$10.5M ﹤0.01%
1,818,759
+215,202
RRR icon
3367
Red Rock Resorts
RRR
$3.52B
$10.4M ﹤0.01%
200,647
-36,065
JGH icon
3368
Nuveen Global High Income Fund
JGH
$304M
$10.4M ﹤0.01%
805,000
-42,525
BHVN icon
3369
Biohaven
BHVN
$1.76B
$10.4M ﹤0.01%
737,676
-221,237
YALA
3370
Yalla Group
YALA
$1.14B
$10.4M ﹤0.01%
1,542,350
+877,808
SUPV
3371
Grupo Supervielle
SUPV
$589M
$10.4M ﹤0.01%
981,415
+532,301
KBWY icon
3372
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$243M
$10.4M ﹤0.01%
660,681
+45,145
AIV
3373
Aimco
AIV
$816M
$10.4M ﹤0.01%
1,201,400
+36,269
GEF icon
3374
Greif
GEF
$3.48B
$10.4M ﹤0.01%
159,891
-9,947
PDM
3375
Piedmont Realty Trust
PDM
$1.05B
$10.4M ﹤0.01%
1,425,387
-96,909
133 134
135
136 137