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
BKN icon
3876
BlackRock Investment Quality Municipal Trust
BKN
$194M
$5.77M ﹤0.01%
528,414
+36,641
IBEX icon
3877
IBEX
IBEX
$508M
$5.76M ﹤0.01%
197,805
+72,550
SHEN icon
3878
Shenandoah Telecom
SHEN
$708M
$5.73M ﹤0.01%
419,776
-78,063
WIP icon
3879
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$345M
$5.73M ﹤0.01%
143,777
-6,677
ZK icon
3880
Zeekr
ZK
$7.44B
$5.73M ﹤0.01%
224,854
+80,297
DNA icon
3881
Ginkgo Bioworks
DNA
$793M
$5.73M ﹤0.01%
509,533
-126,186
CIM
3882
Chimera Investment
CIM
$1.09B
$5.72M ﹤0.01%
412,198
-92,899
HRTX icon
3883
Heron Therapeutics
HRTX
$216M
$5.72M ﹤0.01%
2,761,591
+828,186
XPER icon
3884
Xperi
XPER
$307M
$5.72M ﹤0.01%
722,569
+285,401
VERV
3885
DELISTED
Verve Therapeutics
VERV
$5.7M ﹤0.01%
507,127
-416,545
DKL icon
3886
Delek Logistics
DKL
$2.43B
$5.68M ﹤0.01%
132,286
-275,257
ATUS icon
3887
Altice USA
ATUS
$1.02B
$5.67M ﹤0.01%
2,649,752
+1,051,485
OPRA
3888
Opera Ltd
OPRA
$1.42B
$5.67M ﹤0.01%
299,943
-240,781
VKI icon
3889
Invesco Advantage Municipal Income Trust II
VKI
$395M
$5.66M ﹤0.01%
676,050
+93,064
IIIN icon
3890
Insteel Industries
IIIN
$595M
$5.66M ﹤0.01%
152,025
+2,977
CSAN icon
3891
Cosan
CSAN
$2.11B
$5.65M ﹤0.01%
1,119,797
+599,377
AMAL icon
3892
Amalgamated Financial
AMAL
$846M
$5.65M ﹤0.01%
180,981
+9,106
PSL icon
3893
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$94.9M
$5.64M ﹤0.01%
50,930
-1,525
MBSD icon
3894
FlexShares Disciplined Duration MBS Index Fund
MBSD
$87.2M
$5.63M ﹤0.01%
272,123
+21,985
GTN icon
3895
Gray Television
GTN
$470M
$5.63M ﹤0.01%
1,241,863
+54,056
SHYF
3896
DELISTED
The Shyft Group
SHYF
$5.62M ﹤0.01%
448,537
+91,629
FRDM icon
3897
Freedom 100 Emerging Markets ETF
FRDM
$1.54B
$5.62M ﹤0.01%
139,220
-57,719
SOXL icon
3898
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$17.3B
$5.62M ﹤0.01%
223,780
-302,693
BAND icon
3899
Bandwidth Inc
BAND
$511M
$5.61M ﹤0.01%
352,863
-86,243
TRVI icon
3900
Trevi Therapeutics
TRVI
$1.28B
$5.6M ﹤0.01%
1,024,011
+529,444
154 155
156
157 158