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
IMTB icon
4076
iShares Core 5-10 Year USD Bond ETF
IMTB
$273M
$5M ﹤0.01%
113,143
-5,807
SPPP
4077
Sprott Physical Platinum and Palladium Trust
SPPP
$580M
$5M ﹤0.01%
368,262
+223,423
IAS icon
4078
Integral Ad Science
IAS
$1.72B
$5M ﹤0.01%
491,740
-63,590
BY icon
4079
Byline Bancorp
BY
$1.4B
$4.99M ﹤0.01%
180,118
+41,986
HY icon
4080
Hyster-Yale Materials Handling
HY
$544M
$4.99M ﹤0.01%
135,406
-32,692
TRST icon
4081
Trustco Bank Corp NY
TRST
$798M
$4.99M ﹤0.01%
137,482
-22,497
GII icon
4082
SPDR S&P Global Infrastructure ETF
GII
$653M
$4.99M ﹤0.01%
71,657
+9,055
AVXL icon
4083
Anavex Life Sciences
AVXL
$328M
$4.99M ﹤0.01%
560,148
-67,059
FPI
4084
Farmland Partners
FPI
$433M
$4.98M ﹤0.01%
458,031
-64,232
IBHG icon
4085
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$400M
$4.98M ﹤0.01%
221,332
-18,050
ALTL icon
4086
Pacer Lunt Large Cap Alternator ETF
ALTL
$101M
$4.98M ﹤0.01%
117,195
-18,735
UCO icon
4087
ProShares Ultra Bloomberg Crude Oil
UCO
$360M
$4.97M ﹤0.01%
221,282
+55,047
KC
4088
Kingsoft Cloud Holdings
KC
$3.35B
$4.96M ﹤0.01%
332,351
-978,755
BAND icon
4089
Bandwidth Inc
BAND
$454M
$4.95M ﹤0.01%
297,101
-55,762
INGN icon
4090
Inogen
INGN
$182M
$4.95M ﹤0.01%
605,671
-72,846
SLDE
4091
Slide Insurance Holdings
SLDE
$2.33B
$4.95M ﹤0.01%
313,413
+194,212
FEIM icon
4092
Frequency Electronics
FEIM
$471M
$4.94M ﹤0.01%
145,736
+104,942
EWM icon
4093
iShares MSCI Malaysia ETF
EWM
$294M
$4.94M ﹤0.01%
190,420
+19,536
NAGE
4094
Niagen Bioscience
NAGE
$520M
$4.93M ﹤0.01%
528,371
-78,347
PFN
4095
PIMCO Income Strategy Fund II
PFN
$692M
$4.93M ﹤0.01%
649,447
+217,715
PGJ icon
4096
Invesco Golden Dragon China ETF
PGJ
$136M
$4.91M ﹤0.01%
148,020
+2,869
VZLA
4097
Vizsla Silver
VZLA
$1.85B
$4.91M ﹤0.01%
1,135,592
+37,024
DHF
4098
BNY Mellon High Yield Strategies Fund
DHF
$181M
$4.9M ﹤0.01%
1,893,735
+97,025
FLBL icon
4099
Franklin Senior Loan ETF
FLBL
$953M
$4.89M ﹤0.01%
203,452
+19,335
TRIN icon
4100
Trinity Capital
TRIN
$1.14B
$4.89M ﹤0.01%
315,645
+38,806
162 163
164
165 166