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
HEZU icon
3951
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$629M
$5.92M ﹤0.01%
140,463
-14,602
CMPS
3952
Compass Pathways
CMPS
$612M
$5.9M ﹤0.01%
1,030,305
+764,472
ZH
3953
Zhihu
ZH
$318M
$5.87M ﹤0.01%
1,157,273
+491,379
LUNG icon
3954
Pulmonx
LUNG
$107M
$5.87M ﹤0.01%
3,620,676
+63,628
ESQ icon
3955
Esquire Financial Holdings
ESQ
$917M
$5.86M ﹤0.01%
57,371
+13,790
MNMD icon
3956
MindMed
MNMD
$1.25B
$5.84M ﹤0.01%
495,618
-192,913
DBD icon
3957
Diebold Nixdorf
DBD
$2.46B
$5.83M ﹤0.01%
102,293
+33,194
NXP icon
3958
Nuveen Select Tax-Free Income Portfolio
NXP
$735M
$5.83M ﹤0.01%
402,983
-24,558
PIN icon
3959
Invesco India ETF
PIN
$200M
$5.81M ﹤0.01%
231,722
-18,225
EIDO icon
3960
iShares MSCI Indonesia ETF
EIDO
$338M
$5.81M ﹤0.01%
330,972
+250,993
RUM icon
3961
Rumble
RUM
$2.34B
$5.81M ﹤0.01%
801,809
+442,368
NIU
3962
Niu Technologies
NIU
$240M
$5.8M ﹤0.01%
1,237,282
+297,897
EWD icon
3963
iShares MSCI Sweden ETF
EWD
$302M
$5.79M ﹤0.01%
122,656
-4,471
DFEM icon
3964
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.79B
$5.78M ﹤0.01%
180,349
-16,643
MPAA icon
3965
Motorcar Parts of America
MPAA
$252M
$5.77M ﹤0.01%
348,995
+24,173
CYH icon
3966
Community Health Systems
CYH
$452M
$5.77M ﹤0.01%
1,797,431
-1,919,729
REPL icon
3967
Replimune Group
REPL
$775M
$5.76M ﹤0.01%
1,375,519
+453,861
JPUS icon
3968
JPMorgan Diversified Return US Equity ETF
JPUS
$394M
$5.76M ﹤0.01%
46,493
+843
TEAF
3969
DELISTED
Ecofin Sustainable & Social Impact Term Fund
TEAF
$5.76M ﹤0.01%
489,722
-33,258
MCS icon
3970
Marcus Corp
MCS
$471M
$5.76M ﹤0.01%
371,210
-54,572
GAM
3971
General American Investors Company
GAM
$1.36B
$5.73M ﹤0.01%
92,130
+9,696
ISD
3972
PGIM High Yield Bond Fund
ISD
$481M
$5.73M ﹤0.01%
398,497
-59,187
PFLT icon
3973
PennantPark Floating Rate Capital
PFLT
$896M
$5.71M ﹤0.01%
642,704
+254,634
JPXN icon
3974
iShares JPX-Nikkei 400 ETF
JPXN
$104M
$5.7M ﹤0.01%
66,916
-2,175
WIP icon
3975
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$348M
$5.7M ﹤0.01%
145,393
+1,616
157 158
159
160 161