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
GLIN icon
3651
VanEck India Growth Leaders ETF
GLIN
$117M
$8.31M ﹤0.01%
186,051
-80,390
INTA icon
3652
Intapp
INTA
$3.81B
$8.31M ﹤0.01%
203,076
-54,512
BGT icon
3653
BlackRock Floating Rate Income Trust
BGT
$313M
$8.31M ﹤0.01%
683,605
-12,514
MRUS icon
3654
Merus
MRUS
$7.34B
$8.3M ﹤0.01%
88,195
-371,021
IBRX icon
3655
ImmunityBio
IBRX
$2.06B
$8.3M ﹤0.01%
3,373,570
+401,301
IEP icon
3656
Icahn Enterprises
IEP
$4.59B
$8.3M ﹤0.01%
985,389
-18,760
UROY
3657
Uranium Royalty Corp
UROY
$498M
$8.3M ﹤0.01%
1,929,436
+1,197,237
FXB icon
3658
Invesco CurrencyShares British Pound Sterling Trust
FXB
$90.1M
$8.29M ﹤0.01%
64,069
+50,243
MOTI icon
3659
VanEck Morningstar International Moat ETF
MOTI
$200M
$8.29M ﹤0.01%
223,522
+5,814
KCCA icon
3660
KraneShares California Carbon Allowance Strategy ETF
KCCA
$122M
$8.29M ﹤0.01%
485,404
+14,807
MRVI icon
3661
Maravai LifeSciences
MRVI
$510M
$8.28M ﹤0.01%
2,883,767
+6,727
UWMC icon
3662
UWM Holdings
UWMC
$1.24B
$8.27M ﹤0.01%
1,358,489
-1,232,790
UFCS icon
3663
United Fire Group
UFCS
$948M
$8.27M ﹤0.01%
271,843
-493
LAB icon
3664
Standard BioTools
LAB
$638M
$8.26M ﹤0.01%
6,355,152
+129,142
AMPL icon
3665
Amplitude
AMPL
$1.59B
$8.23M ﹤0.01%
767,732
-39,258
LOMA
3666
Loma Negra
LOMA
$1.5B
$8.22M ﹤0.01%
1,115,845
+301,723
LGI
3667
Lazard Global Total Return & Income Fund
LGI
$226M
$8.22M ﹤0.01%
475,354
-9,767
SAND
3668
DELISTED
Sandstorm Gold
SAND
$8.22M ﹤0.01%
656,201
-2,393,334
DFIV icon
3669
Dimensional International Value ETF
DFIV
$15.3B
$8.21M ﹤0.01%
178,100
+2,243
XHE icon
3670
State Street SPDR S&P Health Care Equipment ETF
XHE
$158M
$8.2M ﹤0.01%
104,155
-50,731
CIG icon
3671
CEMIG Preferred Shares
CIG
$5.66B
$8.2M ﹤0.01%
3,883,895
-1,252,398
BHVN icon
3672
Biohaven
BHVN
$1.48B
$8.19M ﹤0.01%
545,815
-191,861
VTS icon
3673
Vitesse Energy
VTS
$770M
$8.16M ﹤0.01%
351,457
+10,690
OMER icon
3674
Omeros
OMER
$649M
$8.16M ﹤0.01%
1,989,734
+634,175
NXG
3675
NXG NextGen Infrastructure Income Fund
NXG
$225M
$8.16M ﹤0.01%
167,305
-770
145 146
147
148 149