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
HIPO icon
3501
Hippo Holdings
HIPO
$772M
$10.2M ﹤0.01%
282,575
-20,183
PDM
3502
Piedmont Realty Trust
PDM
$1.09B
$10.2M ﹤0.01%
1,133,838
-291,549
ESPO icon
3503
VanEck Video Gaming and eSports ETF
ESPO
$381M
$10.2M ﹤0.01%
84,097
+5,840
VMO icon
3504
Invesco Municipal Opportunity Trust
VMO
$645M
$10.2M ﹤0.01%
1,052,683
+293,789
MCB icon
3505
Metropolitan Bank Holding Corp
MCB
$820M
$10.2M ﹤0.01%
135,803
-7,306
WNC icon
3506
Wabash National
WNC
$396M
$10.2M ﹤0.01%
1,028,555
+301,258
SCHL icon
3507
Scholastic
SCHL
$736M
$10.1M ﹤0.01%
369,898
+33,551
JACK icon
3508
Jack in the Box
JACK
$385M
$10.1M ﹤0.01%
511,630
-417,629
KBA icon
3509
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$223M
$10.1M ﹤0.01%
336,267
+15,718
EZA icon
3510
iShares MSCI South Africa ETF
EZA
$552M
$10.1M ﹤0.01%
157,487
+6,342
DBAW icon
3511
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$217M
$10.1M ﹤0.01%
255,851
+41,345
LOB icon
3512
Live Oak Bancshares
LOB
$1.63B
$10.1M ﹤0.01%
286,077
+56,092
OPTU
3513
Optimum Communications Inc
OPTU
$846M
$10M ﹤0.01%
4,166,892
+1,517,140
BB icon
3514
BlackBerry
BB
$2.59B
$10M ﹤0.01%
2,056,442
-1,071,311
HNGE
3515
Hinge Health
HNGE
$3.81B
$10M ﹤0.01%
204,369
+101,592
SNCY icon
3516
Sun Country Airlines
SNCY
$785M
$10M ﹤0.01%
847,458
+58,208
CEP
3517
DELISTED
Cantor Equity Partners
CEP
$10M ﹤0.01%
447,071
+429,868
CUK icon
3518
Carnival PLC
CUK
$34.3B
$10M ﹤0.01%
378,291
-61,095
PWP icon
3519
Perella Weinberg Partners
PWP
$1.2B
$9.99M ﹤0.01%
468,466
-149,983
SEB icon
3520
Seaboard Corp
SEB
$4.24B
$9.98M ﹤0.01%
2,735
-89
ECPG icon
3521
Encore Capital Group
ECPG
$1.21B
$9.98M ﹤0.01%
239,010
-8,950
IDT icon
3522
IDT Corp
IDT
$1.32B
$9.97M ﹤0.01%
190,572
-27,302
STEL icon
3523
Stellar Bancorp
STEL
$1.65B
$9.95M ﹤0.01%
328,057
-65,369
CET
3524
Central Securities Corp
CET
$1.46B
$9.93M ﹤0.01%
193,371
+2,750
PICB icon
3525
Invesco International Corporate Bond ETF
PICB
$259M
$9.93M ﹤0.01%
416,566
+227,419
139 140
141
142 143