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
FWRG icon
3801
First Watch Restaurant Group
FWRG
$1B
$7.12M ﹤0.01%
455,413
+163,210
MMTM icon
3802
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$158M
$7.12M ﹤0.01%
24,924
+1,447
RLJ icon
3803
RLJ Lodging Trust
RLJ
$1.17B
$7.1M ﹤0.01%
986,205
-119,075
OMDA
3804
Omada Health Inc
OMDA
$831M
$7.1M ﹤0.01%
321,039
-268,810
GMF icon
3805
SPDR S&P Emerging Asia Pacific ETF
GMF
$384M
$7.09M ﹤0.01%
51,014
+136
CDNA icon
3806
CareDx
CDNA
$986M
$7.07M ﹤0.01%
486,299
+75,797
CIM
3807
Chimera Investment
CIM
$1.08B
$7.04M ﹤0.01%
532,828
+120,630
EE icon
3808
Excelerate Energy
EE
$860M
$7.04M ﹤0.01%
279,561
-137,665
SPRY icon
3809
ARS Pharmaceuticals
SPRY
$1.07B
$7.04M ﹤0.01%
700,414
+316,798
MYE icon
3810
Myers Industries
MYE
$730M
$7.03M ﹤0.01%
414,947
-40,854
TMFC icon
3811
Motley Fool 100 Index ETF
TMFC
$1.87B
$7.02M ﹤0.01%
99,539
+83,192
NUHY icon
3812
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$7.02M ﹤0.01%
322,388
+33,178
BKAG icon
3813
BNY Mellon Core Bond ETF
BKAG
$2.05B
$7M ﹤0.01%
164,408
+39,357
FUBO icon
3814
FuboTV Inc
FUBO
$908M
$7M ﹤0.01%
1,685,881
-2,408,345
CODI icon
3815
Compass Diversified
CODI
$360M
$6.99M ﹤0.01%
1,055,670
+41,424
EVER icon
3816
EverQuote
EVER
$972M
$6.97M ﹤0.01%
304,839
-19,322
PLPC icon
3817
Preformed Line Products
PLPC
$1.07B
$6.95M ﹤0.01%
35,451
+29,234
GSBC icon
3818
Great Southern Bancorp
GSBC
$722M
$6.95M ﹤0.01%
113,497
-2,839
UVSP icon
3819
Univest Financial
UVSP
$978M
$6.94M ﹤0.01%
231,153
-39,797
HVT icon
3820
Haverty Furniture Companies
HVT
$399M
$6.93M ﹤0.01%
315,916
+149,058
BA.PRA
3821
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.02B
$6.92M ﹤0.01%
99,524
+14,518
DIN icon
3822
Dine Brands
DIN
$499M
$6.91M ﹤0.01%
279,636
-54,640
HSTM icon
3823
HealthStream
HSTM
$713M
$6.91M ﹤0.01%
244,609
-38,746
MREO
3824
Mereo BioPharma
MREO
$326M
$6.89M ﹤0.01%
3,346,347
+2,560,970
JXI icon
3825
iShares Global Utilities ETF
JXI
$255M
$6.89M ﹤0.01%
88,725
-4,939
151 152
153
154 155