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
DJCO icon
3901
Daily Journal
DJCO
$718M
$6.25M ﹤0.01%
13,441
+6,683
KROS icon
3902
Keros Therapeutics
KROS
$611M
$6.25M ﹤0.01%
395,103
-483,643
TUYA
3903
Tuya Inc
TUYA
$1.38B
$6.25M ﹤0.01%
2,530,556
-19,112
FLGT icon
3904
Fulgent Genetics
FLGT
$852M
$6.25M ﹤0.01%
276,558
+52,484
EWO icon
3905
iShares MSCI Austria ETF
EWO
$112M
$6.24M ﹤0.01%
201,440
-14,405
FTK icon
3906
Flotek Industries
FTK
$488M
$6.24M ﹤0.01%
427,301
-105,826
CLB icon
3907
Core Laboratories
CLB
$759M
$6.23M ﹤0.01%
504,194
+22,649
MAPS icon
3908
WM Technology
MAPS
$101M
$6.23M ﹤0.01%
5,367,068
-49,246
MTUS icon
3909
Metallus
MTUS
$724M
$6.2M ﹤0.01%
375,294
+15,308
JCE icon
3910
Nuveen Core Equity Alpha Fund
JCE
$268M
$6.2M ﹤0.01%
394,105
-953
PRQR icon
3911
ProQR Therapeutics
PRQR
$234M
$6.18M ﹤0.01%
2,901,202
-182,288
ORC
3912
Orchid Island Capital
ORC
$1.24B
$6.18M ﹤0.01%
881,257
+109,317
CLNE icon
3913
Clean Energy Fuels
CLNE
$482M
$6.17M ﹤0.01%
2,391,108
-709,701
KOP icon
3914
Koppers
KOP
$541M
$6.16M ﹤0.01%
220,163
-37,515
CLOV icon
3915
Clover Health Investments
CLOV
$1.34B
$6.16M ﹤0.01%
2,013,401
-1,384,770
INDI icon
3916
indie Semiconductor
INDI
$772M
$6.16M ﹤0.01%
1,513,059
-256,343
STRK
3917
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$601M
$6.16M ﹤0.01%
67,134
+2,920
TSI
3918
TCW Strategic Income Fund
TSI
$237M
$6.15M ﹤0.01%
1,250,884
+22,650
ETD icon
3919
Ethan Allen Interiors
ETD
$599M
$6.15M ﹤0.01%
208,832
-9,889
NIM icon
3920
Nuveen Select Maturities Municipal Fund
NIM
$116M
$6.15M ﹤0.01%
664,381
+79,941
MPV
3921
Barings Participation Investors
MPV
$199M
$6.15M ﹤0.01%
305,012
-18,931
CSTL icon
3922
Castle Biosciences
CSTL
$1.15B
$6.14M ﹤0.01%
269,631
+102,043
OIS icon
3923
Oil States International
OIS
$407M
$6.12M ﹤0.01%
1,009,910
-299,677
OM icon
3924
Outset Medical
OM
$67.5M
$6.12M ﹤0.01%
433,175
+311,805
FBRT
3925
Franklin BSP Realty Trust
FBRT
$864M
$6.1M ﹤0.01%
561,803
-125,754
155 156
157
158 159