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
OOMA icon
3851
Ooma
OOMA
$316M
$5.91M ﹤0.01%
458,217
+43,774
DEC
3852
Diversified Energy
DEC
$1.01B
$5.9M ﹤0.01%
402,435
-117,419
LUNR icon
3853
Intuitive Machines
LUNR
$1.51B
$5.89M ﹤0.01%
542,231
-180,094
GOVI icon
3854
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.08B
$5.89M ﹤0.01%
214,526
-7,369
HYBL icon
3855
SPDR Blackstone High Income ETF
HYBL
$510M
$5.89M ﹤0.01%
206,010
+197,037
TUYA
3856
Tuya Inc
TUYA
$1.44B
$5.89M ﹤0.01%
2,549,668
-1,272,406
RWT
3857
Redwood Trust
RWT
$726M
$5.89M ﹤0.01%
996,128
-234,903
NRDS icon
3858
NerdWallet
NRDS
$917M
$5.88M ﹤0.01%
536,288
-84,958
DFH icon
3859
Dream Finders Homes
DFH
$2.15B
$5.87M ﹤0.01%
233,511
-205,158
IRON icon
3860
Disc Medicine
IRON
$3.35B
$5.86M ﹤0.01%
110,679
-59,531
MATW icon
3861
Matthews International
MATW
$721M
$5.86M ﹤0.01%
245,140
-104,277
GHYB icon
3862
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$101M
$5.85M ﹤0.01%
129,040
-68,577
DFEM icon
3863
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.55B
$5.85M ﹤0.01%
196,992
-4,652
TFSL icon
3864
TFS Financial
TFSL
$3.88B
$5.84M ﹤0.01%
450,902
+142,106
ARDT
3865
Ardent Health
ARDT
$2.17B
$5.83M ﹤0.01%
426,878
+74,608
SAIL
3866
SailPoint Inc
SAIL
$12.7B
$5.83M ﹤0.01%
254,851
+186,310
EWD icon
3867
iShares MSCI Sweden ETF
EWD
$332M
$5.81M ﹤0.01%
127,127
-6,203
CSIQ icon
3868
Canadian Solar
CSIQ
$1.03B
$5.81M ﹤0.01%
526,456
-281,619
SENEA icon
3869
Seneca Foods Class A
SENEA
$774M
$5.81M ﹤0.01%
57,243
+12,595
TRML icon
3870
Tourmaline Bio
TRML
$1.23B
$5.8M ﹤0.01%
362,736
+76,991
HAP icon
3871
VanEck Natural Resources ETF
HAP
$175M
$5.79M ﹤0.01%
111,489
+15,767
PRTA icon
3872
Prothena Corp
PRTA
$558M
$5.79M ﹤0.01%
953,256
+233,268
AVXL icon
3873
Anavex Life Sciences
AVXL
$729M
$5.78M ﹤0.01%
627,207
-237,521
BA.PRA
3874
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.16B
$5.78M ﹤0.01%
85,006
+43,958
WDIV icon
3875
SPDR S&P Global Dividend ETF
WDIV
$227M
$5.78M ﹤0.01%
81,895
+4,628
153 154
155
156 157