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
ALB.PRA icon
3426
Albemarle Corp Depositary Shares
ALB.PRA
$2.57B
$11.1M ﹤0.01%
293,327
+65,386
VSDA icon
3427
VictoryShares Dividend Accelerator ETF
VSDA
$225M
$11.1M ﹤0.01%
207,434
-5,001
CFFN icon
3428
Capitol Federal Financial
CFFN
$905M
$11.1M ﹤0.01%
1,743,443
-399,342
CCCC icon
3429
C4 Therapeutics
CCCC
$236M
$11M ﹤0.01%
4,972,032
+217,844
EEMS icon
3430
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$400M
$11M ﹤0.01%
162,189
-11,286
HEWJ icon
3431
iShares Currency Hedged MSCI Japan ETF
HEWJ
$511M
$11M ﹤0.01%
223,457
-30,971
MNR icon
3432
Mach Natural Resources
MNR
$1.98B
$11M ﹤0.01%
833,312
-470,133
NRC icon
3433
National Research Corp
NRC
$400M
$11M ﹤0.01%
857,635
-13,916
SCSC icon
3434
Scansource
SCSC
$920M
$11M ﹤0.01%
249,017
-52,707
FRDM icon
3435
Freedom 100 Emerging Markets ETF
FRDM
$1.75B
$10.9M ﹤0.01%
247,069
+107,849
CECO icon
3436
Ceco Environmental
CECO
$2.17B
$10.9M ﹤0.01%
213,241
+57,766
STK
3437
Columbia Seligman Premium Technology Growth Fund
STK
$626M
$10.9M ﹤0.01%
308,664
+9,965
FXZ icon
3438
First Trust Materials AlphaDEX Fund
FXZ
$209M
$10.9M ﹤0.01%
176,703
+4,194
GVAL icon
3439
Cambria Global Value ETF
GVAL
$397M
$10.9M ﹤0.01%
371,407
+341,117
HLMN icon
3440
Hillman Solutions
HLMN
$1.82B
$10.8M ﹤0.01%
1,180,917
+66,355
HIMX
3441
Himax Technologies
HIMX
$1.47B
$10.8M ﹤0.01%
1,225,529
+216,864
ELP icon
3442
Companhia Paranaense de Energia (COPEL)
ELP
$7.76B
$10.8M ﹤0.01%
1,102,280
+84,488
EWN icon
3443
iShares MSCI Netherlands ETF
EWN
$294M
$10.8M ﹤0.01%
185,765
-8,794
ESPR icon
3444
Esperion Therapeutics
ESPR
$896M
$10.7M ﹤0.01%
4,055,626
+3,000,138
AXIA
3445
AXIA Energia
AXIA
$26.4B
$10.7M ﹤0.01%
1,083,078
+41,228
TMC icon
3446
TMC The Metals Company
TMC
$2.68B
$10.7M ﹤0.01%
1,686,195
+1,298,345
INGM
3447
Ingram Micro Holding
INGM
$5.08B
$10.7M ﹤0.01%
499,562
+47,938
JMIA
3448
Jumia Technologies
JMIA
$1.42B
$10.7M ﹤0.01%
923,947
+217,783
VTOL icon
3449
Bristow Group
VTOL
$1.07B
$10.7M ﹤0.01%
296,963
+4,513
FAN icon
3450
First Trust Global Wind Energy ETF
FAN
$201M
$10.7M ﹤0.01%
555,808
-136,520
136 137
138
139 140