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
SMWB icon
3701
Similarweb
SMWB
$756M
$7.16M ﹤0.01%
913,261
+572,884
EPIX
3702
DELISTED
ESSA Pharma
EPIX
$7.16M ﹤0.01%
4,209,670
-90,098
DNUT icon
3703
Krispy Kreme
DNUT
$704M
$7.15M ﹤0.01%
2,457,933
+966,477
FXY icon
3704
Invesco CurrencyShares Japanese Yen Trust
FXY
$537M
$7.15M ﹤0.01%
111,860
+12,349
NCDL icon
3705
Nuveen Churchill Direct Lending
NCDL
$711M
$7.13M ﹤0.01%
440,357
-66,395
EAGG icon
3706
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$7.13M ﹤0.01%
149,938
-1,884
PHB icon
3707
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$354M
$7.13M ﹤0.01%
386,025
-3,066
HLIO icon
3708
Helios Technologies
HLIO
$1.89B
$7.12M ﹤0.01%
213,353
+14,903
BFS
3709
Saul Centers
BFS
$755M
$7.09M ﹤0.01%
207,535
-13,710
IVT icon
3710
InvenTrust Properties
IVT
$2.24B
$7.07M ﹤0.01%
257,857
+3,952
FVR
3711
FrontView REIT
FVR
$289M
$7.06M ﹤0.01%
588,371
+322,723
SCHL icon
3712
Scholastic
SCHL
$737M
$7.06M ﹤0.01%
336,347
-72,730
WB icon
3713
Weibo
WB
$2.83B
$7.05M ﹤0.01%
739,532
+67,949
VLU icon
3714
SPDR S&P 1500 Value Tilt ETF
VLU
$541M
$7.03M ﹤0.01%
36,600
-3,677
SLN
3715
Silence Therapeutics
SLN
$351M
$7.03M ﹤0.01%
1,211,758
-788,347
OIS icon
3716
Oil States International
OIS
$404M
$7.02M ﹤0.01%
1,309,587
+350,279
AFB
3717
AllianceBernstein National Municipal Income Fund
AFB
$316M
$7.02M ﹤0.01%
680,691
-254,112
VPG icon
3718
Vishay Precision Group
VPG
$488M
$7.01M ﹤0.01%
249,578
+170,806
ECH icon
3719
iShares MSCI Chile ETF
ECH
$771M
$7M ﹤0.01%
222,722
-53,962
PTH icon
3720
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$113M
$6.99M ﹤0.01%
179,875
+4,345
VMO icon
3721
Invesco Municipal Opportunity Trust
VMO
$658M
$6.97M ﹤0.01%
758,894
+206,985
DOLE icon
3722
Dole
DOLE
$1.22B
$6.96M ﹤0.01%
497,526
+12,836
IVOL icon
3723
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$443M
$6.96M ﹤0.01%
355,688
+193,942
GCT icon
3724
GigaCloud Technology
GCT
$1.07B
$6.96M ﹤0.01%
351,675
-162,332
PONY
3725
Pony AI Inc
PONY
$7.06B
$6.95M ﹤0.01%
526,775
-842,306
147 148
149
150 151