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
MRVI icon
3726
Maravai LifeSciences
MRVI
$476M
$6.93M ﹤0.01%
2,877,040
+342,069
HBNC icon
3727
Horizon Bancorp
HBNC
$844M
$6.93M ﹤0.01%
450,733
+30,896
MIO
3728
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
$6.93M ﹤0.01%
586,927
-107,555
JXI icon
3729
iShares Global Utilities ETF
JXI
$231M
$6.91M ﹤0.01%
93,664
+12,095
APO.PRA icon
3730
Apollo Global Management Series A
APO.PRA
$1.92B
$6.86M ﹤0.01%
91,605
-45,017
TK icon
3731
Teekay
TK
$769M
$6.85M ﹤0.01%
830,773
+71,682
LOB icon
3732
Live Oak Bancshares
LOB
$1.57B
$6.85M ﹤0.01%
229,985
+61,059
TQQQ icon
3733
ProShares UltraPro QQQ
TQQQ
$31.1B
$6.85M ﹤0.01%
82,535
-160,596
GSBC icon
3734
Great Southern Bancorp
GSBC
$655M
$6.84M ﹤0.01%
116,336
-4,199
USCI icon
3735
US Commodity Index
USCI
$275M
$6.83M ﹤0.01%
93,181
+6,168
YORW icon
3736
York Water
YORW
$458M
$6.82M ﹤0.01%
215,973
+36,033
DFIC icon
3737
Dimensional International Core Equity 2 ETF
DFIC
$10.7B
$6.82M ﹤0.01%
219,442
-15,081
CCCC icon
3738
C4 Therapeutics
CCCC
$240M
$6.8M ﹤0.01%
4,754,188
+708,859
CRNC icon
3739
Cerence
CRNC
$502M
$6.8M ﹤0.01%
665,650
-363,940
BXC icon
3740
BlueLinx
BXC
$578M
$6.79M ﹤0.01%
91,222
+31,089
NRK icon
3741
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$886M
$6.77M ﹤0.01%
683,107
+141,963
MBUU icon
3742
Malibu Boats
MBUU
$670M
$6.74M ﹤0.01%
215,063
+646
PIN icon
3743
Invesco India ETF
PIN
$219M
$6.74M ﹤0.01%
249,947
+6,673
XHS icon
3744
SPDR S&P Health Care Services ETF
XHS
$79.2M
$6.72M ﹤0.01%
67,545
-22,793
ADAM
3745
Adamas Trust
ADAM
$629M
$6.71M ﹤0.01%
1,001,580
+135,673
BGX
3746
Blackstone Long-Short Credit Income Fund
BGX
$150M
$6.71M ﹤0.01%
540,331
-7,200
SILJ icon
3747
Amplify Junior Silver Miners ETF
SILJ
$2.43B
$6.7M ﹤0.01%
452,875
+73,097
SPRY icon
3748
ARS Pharmaceuticals
SPRY
$908M
$6.69M ﹤0.01%
383,616
-58,898
HY icon
3749
Hyster-Yale Materials Handling
HY
$672M
$6.69M ﹤0.01%
168,098
-3,608
INTR icon
3750
Inter&Co
INTR
$4.06B
$6.68M ﹤0.01%
899,530
-154,802
148 149
150
151 152