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
HCSG icon
3376
Healthcare Services Group
HCSG
$1.34B
$10.4M ﹤0.01%
691,345
-225,809
KYMR icon
3377
Kymera Therapeutics
KYMR
$4.19B
$10.4M ﹤0.01%
237,605
+65,523
PHR icon
3378
Phreesia
PHR
$1.41B
$10.3M ﹤0.01%
363,262
+155,943
PLUG icon
3379
Plug Power
PLUG
$3.44B
$10.3M ﹤0.01%
6,933,465
-5,226,370
NBH
3380
Neuberger Berman Municipal Fund
NBH
$308M
$10.3M ﹤0.01%
1,049,773
+167,965
MNKD icon
3381
MannKind Corp
MNKD
$1.63B
$10.3M ﹤0.01%
2,758,223
+1,016,729
KKR.PRD
3382
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.61B
$10.3M ﹤0.01%
192,235
-343,918
MCW icon
3383
Mister Car Wash
MCW
$1.65B
$10.2M ﹤0.01%
1,704,679
+802,943
DTCR icon
3384
Global X Data Center & Digital Infrastructure ETF
DTCR
$500M
$10.2M ﹤0.01%
548,899
+542,478
BUSE icon
3385
First Busey Corp
BUSE
$2.09B
$10.2M ﹤0.01%
446,593
-92,899
IBHI icon
3386
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$271M
$10.2M ﹤0.01%
431,319
+101,835
OMI icon
3387
Owens & Minor
OMI
$426M
$10.2M ﹤0.01%
1,121,967
-188,877
VVX icon
3388
V2X
VVX
$1.93B
$10.2M ﹤0.01%
209,836
+6,375
SFL icon
3389
SFL Corp
SFL
$934M
$10.2M ﹤0.01%
1,222,541
-637,262
CHY
3390
Calamos Convertible and High Income Fund
CHY
$914M
$10.2M ﹤0.01%
926,509
-62,831
FCAL icon
3391
First Trust California Municipal High income ETF
FCAL
$190M
$10.1M ﹤0.01%
210,892
+12,721
ZLAB icon
3392
Zai Lab
ZLAB
$2.93B
$10.1M ﹤0.01%
289,101
-2,345,458
CARS icon
3393
Cars.com
CARS
$694M
$10.1M ﹤0.01%
853,006
-364,555
SERV
3394
Serve Robotics
SERV
$852M
$10.1M ﹤0.01%
883,203
+469,710
UTL icon
3395
Unitil
UTL
$898M
$10.1M ﹤0.01%
193,486
-9,509
NANR icon
3396
SPDR S&P North American Natural Resources ETF
NANR
$670M
$10.1M ﹤0.01%
178,148
+24,316
CIG icon
3397
CEMIG Preferred Shares
CIG
$5.64B
$10.1M ﹤0.01%
5,136,293
+1,545,207
USNA icon
3398
Usana Health Sciences
USNA
$380M
$10.1M ﹤0.01%
329,613
+30,694
NNI icon
3399
Nelnet
NNI
$4.8B
$10.1M ﹤0.01%
82,999
+17,299
SYRE icon
3400
Spyre Therapeutics
SYRE
$1.81B
$10M ﹤0.01%
671,044
+335,577
134 135
136
137 138