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
GOTU icon
3876
Gaotu Techedu
GOTU
$574M
$6.42M ﹤0.01%
1,969,298
-330,605
ESRT icon
3877
Empire State Realty Trust
ESRT
$1.12B
$6.42M ﹤0.01%
837,875
-140,304
HBNC icon
3878
Horizon Bancorp
HBNC
$922M
$6.42M ﹤0.01%
400,711
-50,022
PTH icon
3879
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$130M
$6.41M ﹤0.01%
145,518
-34,357
BKSY icon
3880
BlackSky Technology
BKSY
$701M
$6.41M ﹤0.01%
318,290
-118,226
FA icon
3881
First Advantage
FA
$2.65B
$6.41M ﹤0.01%
416,668
-35,778
USXF icon
3882
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
$6.4M ﹤0.01%
111,649
+554
OPY icon
3883
Oppenheimer Holdings
OPY
$777M
$6.4M ﹤0.01%
86,570
-3,317
EC icon
3884
Ecopetrol
EC
$19.1B
$6.39M ﹤0.01%
694,161
+280,356
SCD
3885
LMP Capital and Income Fund
SCD
$258M
$6.39M ﹤0.01%
411,352
+20,088
COMT icon
3886
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$535M
$6.39M ﹤0.01%
237,867
-2,347
BCYC
3887
Bicycle Therapeutics
BCYC
$477M
$6.37M ﹤0.01%
822,705
-214,448
GOEX icon
3888
Global X Gold Explorers ETF NEW
GOEX
$135M
$6.35M ﹤0.01%
93,495
-18,251
EUSB icon
3889
iShares ESG Advanced Universal USD Bond ETF
EUSB
$679M
$6.34M ﹤0.01%
144,409
+2,707
BWIN
3890
Baldwin Insurance Group
BWIN
$1.69B
$6.34M ﹤0.01%
224,822
-50,537
NAN icon
3891
Nuveen New York Quality Municipal Income Fund
NAN
$351M
$6.33M ﹤0.01%
553,661
+4,123
BFS
3892
Saul Centers
BFS
$766M
$6.32M ﹤0.01%
198,389
-9,146
CAAP icon
3893
Corporacion America
CAAP
$4.17B
$6.32M ﹤0.01%
348,718
+120,917
GBTG icon
3894
American Express Global Business Travel
GBTG
$4.15B
$6.31M ﹤0.01%
780,553
+296,709
IQI icon
3895
Invesco Quality Municipal Securities
IQI
$527M
$6.3M ﹤0.01%
639,599
+58,963
ATXS icon
3896
Astria Therapeutics
ATXS
$735M
$6.29M ﹤0.01%
864,405
+338,853
GSAT icon
3897
Globalstar
GSAT
$7.88B
$6.28M ﹤0.01%
172,501
-134,088
VKI icon
3898
Invesco Advantage Municipal Income Trust II
VKI
$396M
$6.27M ﹤0.01%
715,496
+39,446
SLN
3899
Silence Therapeutics
SLN
$298M
$6.27M ﹤0.01%
1,207,724
-4,034
HIFS icon
3900
Hingham Institution for Saving
HIFS
$644M
$6.26M ﹤0.01%
23,728
-2,548
154 155
156
157 158