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
CHYM
4026
Chime Financial
CHYM
$9.65B
$5.38M ﹤0.01%
266,603
+158,831
LINC icon
4027
Lincoln Educational Services
LINC
$754M
$5.38M ﹤0.01%
228,724
+49,653
OSBC icon
4028
Old Second Bancorp
OSBC
$1.08B
$5.36M ﹤0.01%
309,897
-35,112
HZO icon
4029
MarineMax
HZO
$541M
$5.35M ﹤0.01%
211,359
-28,354
MYN icon
4030
BlackRock MuniYield New York Quality Fund
MYN
$380M
$5.35M ﹤0.01%
538,600
+59,215
PIE icon
4031
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$126M
$5.32M ﹤0.01%
217,949
-11,712
ADAM
4032
Adamas Trust
ADAM
$675M
$5.31M ﹤0.01%
761,493
-240,087
RSPS icon
4033
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$235M
$5.3M ﹤0.01%
181,443
+694
GNMA icon
4034
iShares GNMA Bond ETF
GNMA
$396M
$5.3M ﹤0.01%
119,408
+10,039
ELVN icon
4035
Enliven Therapeutics
ELVN
$1B
$5.29M ﹤0.01%
258,384
+3,536
ZVRA icon
4036
Zevra Therapeutics
ZVRA
$468M
$5.29M ﹤0.01%
555,950
+342,862
CYD icon
4037
China Yuchai International
CYD
$1.36B
$5.28M ﹤0.01%
127,540
-32,860
CTEV
4038
Claritev Corp
CTEV
$678M
$5.27M ﹤0.01%
99,331
+10,555
DFIC icon
4039
Dimensional International Core Equity 2 ETF
DFIC
$11.7B
$5.26M ﹤0.01%
160,402
-59,040
XES icon
4040
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$263M
$5.26M ﹤0.01%
72,683
-21,524
BBH icon
4041
VanEck Biotech ETF
BBH
$381M
$5.25M ﹤0.01%
31,660
+349
RCS
4042
PIMCO Strategic Income Fund
RCS
$309M
$5.24M ﹤0.01%
690,474
+18,226
MDXG icon
4043
MiMedx Group
MDXG
$1.04B
$5.23M ﹤0.01%
749,756
-310,428
SRCE icon
4044
1st Source
SRCE
$1.6B
$5.23M ﹤0.01%
84,889
+10,321
KEMQ icon
4045
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$43.6M
$5.23M ﹤0.01%
198,154
-1,368
LFCR icon
4046
Lifecore Biomedical
LFCR
$301M
$5.22M ﹤0.01%
709,699
-30,109
BITF
4047
Bitfarms
BITF
$1.51B
$5.22M ﹤0.01%
1,851,033
+948,980
DEC
4048
Diversified Energy Company
DEC
$1.07B
$5.21M ﹤0.01%
371,669
-30,766
CLMB icon
4049
Climb Global Solutions
CLMB
$497M
$5.2M ﹤0.01%
38,540
-6,835
PLRX icon
4050
Pliant Therapeutics
PLRX
$75.6M
$5.19M ﹤0.01%
3,507,288
-246,325
160 161
162
163 164