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
BXC icon
4151
BlueLinx
BXC
$494M
$4.61M ﹤0.01%
63,065
-28,157
QLV icon
4152
FlexShares US Quality Low Volatility Index Fund
QLV
$142M
$4.6M ﹤0.01%
63,967
+3,446
HUYA
4153
Huya Inc
HUYA
$679M
$4.6M ﹤0.01%
1,380,338
+913,787
ASTL icon
4154
Algoma Steel
ASTL
$453M
$4.59M ﹤0.01%
1,292,103
+886,902
FSUN
4155
FirstSun Capital Bancorp
FSUN
$1.09B
$4.59M ﹤0.01%
118,318
-6,172
QCRH icon
4156
QCR Holdings
QCRH
$1.44B
$4.59M ﹤0.01%
60,665
-26,878
OEC icon
4157
Orion
OEC
$284M
$4.59M ﹤0.01%
605,230
+98,871
SY
4158
So-Young International
SY
$287M
$4.58M ﹤0.01%
1,182,814
+1,168,889
DUHP icon
4159
Dimensional US High Profitability ETF
DUHP
$10.2B
$4.57M ﹤0.01%
121,122
-3,934
PLOW icon
4160
Douglas Dynamics
PLOW
$776M
$4.57M ﹤0.01%
146,271
-32,844
HEQ
4161
John Hancock Hedged Equity & Income Fund
HEQ
$130M
$4.56M ﹤0.01%
428,464
+12,534
GIC icon
4162
Global Industrial
GIC
$1.14B
$4.56M ﹤0.01%
124,311
-8,350
IHD
4163
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$112M
$4.55M ﹤0.01%
726,035
-2,945
CRVS icon
4164
Corvus Pharmaceuticals
CRVS
$559M
$4.55M ﹤0.01%
617,224
-277,181
ORRF icon
4165
Orrstown Financial Services
ORRF
$714M
$4.55M ﹤0.01%
133,805
-74,517
BWMN icon
4166
Bowman Consulting
BWMN
$582M
$4.54M ﹤0.01%
107,208
+70,077
DEW icon
4167
WisdomTree Global High Dividend Fund
DEW
$127M
$4.52M ﹤0.01%
75,096
-592
ODC icon
4168
Oil-Dri
ODC
$742M
$4.51M ﹤0.01%
73,918
+8,589
IIF
4169
Morgan Stanley India Investment Fund
IIF
$243M
$4.51M ﹤0.01%
171,223
+5,593
TYRA icon
4170
Tyra Biosciences
TYRA
$1.36B
$4.51M ﹤0.01%
322,143
-56,259
GAU
4171
Galiano Gold
GAU
$665M
$4.5M ﹤0.01%
2,056,802
+1,529,707
CLBK icon
4172
Columbia Financial
CLBK
$1.72B
$4.5M ﹤0.01%
299,879
-19,700
OPRA
4173
Opera Ltd
OPRA
$1.26B
$4.48M ﹤0.01%
217,206
-82,737
DGICA icon
4174
Donegal Group Class A
DGICA
$752M
$4.48M ﹤0.01%
231,193
-65,136
WASH icon
4175
Washington Trust Bancorp
WASH
$581M
$4.48M ﹤0.01%
155,045
+5,552
165 166
167
168 169