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
AIA icon
3776
iShares Asia 50 ETF
AIA
$1.17B
$6.43M ﹤0.01%
79,365
-121,871
MED icon
3777
Medifast
MED
$142M
$6.43M ﹤0.01%
457,786
+164,225
GMF icon
3778
SPDR S&P Emerging Asia Pacific ETF
GMF
$407M
$6.43M ﹤0.01%
50,878
+2,187
VIV icon
3779
Telefônica Brasil
VIV
$20.6B
$6.42M ﹤0.01%
563,373
+17,254
TEAF
3780
Ecofin Sustainable & Social Impact Term Fund
TEAF
$164M
$6.4M ﹤0.01%
522,980
+8,238
XMTR icon
3781
Xometry
XMTR
$2.56B
$6.4M ﹤0.01%
189,391
-119,697
PRSU
3782
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
$6.39M ﹤0.01%
221,633
+34,204
CODI icon
3783
Compass Diversified
CODI
$557M
$6.37M ﹤0.01%
1,014,246
+708,511
HEZU icon
3784
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$711M
$6.36M ﹤0.01%
155,065
-14,608
ITIC icon
3785
Investors Title Co
ITIC
$506M
$6.35M ﹤0.01%
30,061
+12,323
AVDX
3786
DELISTED
AvidXchange
AVDX
$6.35M ﹤0.01%
648,509
-426,732
EWO icon
3787
iShares MSCI Austria ETF
EWO
$107M
$6.35M ﹤0.01%
215,845
-13,142
IYLD icon
3788
iShares Morningstar Multi-Asset Income ETF
IYLD
$123M
$6.34M ﹤0.01%
305,469
+124,721
XPRO icon
3789
Expro
XPRO
$1.55B
$6.34M ﹤0.01%
738,008
+66,108
NEXN
3790
Nexxen International
NEXN
$539M
$6.33M ﹤0.01%
607,659
-743,158
FER icon
3791
Ferrovial SE
FER
$46.4B
$6.32M ﹤0.01%
117,964
+38,132
TIMB icon
3792
TIM SA
TIMB
$11.1B
$6.32M ﹤0.01%
314,131
-333,961
ARHS icon
3793
Arhaus
ARHS
$1.48B
$6.3M ﹤0.01%
727,137
-22,364
INDI icon
3794
indie Semiconductor
INDI
$1.12B
$6.3M ﹤0.01%
1,769,402
+302,704
PRQR icon
3795
ProQR Therapeutics
PRQR
$300M
$6.29M ﹤0.01%
3,083,490
+1,699,997
NUHY icon
3796
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$98.1M
$6.28M ﹤0.01%
289,210
-78,820
MMI icon
3797
Marcus & Millichap
MMI
$1.21B
$6.27M ﹤0.01%
204,317
+17,238
TX icon
3798
Ternium
TX
$7.3B
$6.27M ﹤0.01%
208,382
-24,666
NAN icon
3799
Nuveen New York Quality Municipal Income Fund
NAN
$357M
$6.27M ﹤0.01%
549,538
+15,489
MMTM icon
3800
SPDR S&P 1500 Momentum Tilt ETF
MMTM
$152M
$6.26M ﹤0.01%
23,477
-2,698
150 151
152
153 154