Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.65%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OFLX icon
4176
Omega Flex
OFLX
$288M
$3.88M ﹤0.01%
119,930
+9,600
NNOX icon
4177
Nano X Imaging
NNOX
$249M
$3.88M ﹤0.01%
750,005
+1,320
BFST icon
4178
Business First Bancshares
BFST
$725M
$3.87M ﹤0.01%
156,942
+36,671
UAE icon
4179
iShares MSCI UAE ETF
UAE
$171M
$3.86M ﹤0.01%
206,289
-12,505
KARO icon
4180
Karooooo
KARO
$1.4B
$3.86M ﹤0.01%
78,789
+24,500
ODC icon
4181
Oil-Dri
ODC
$829M
$3.85M ﹤0.01%
65,329
+27,879
CVGW icon
4182
Calavo Growers
CVGW
$414M
$3.84M ﹤0.01%
144,602
-109,470
MHN icon
4183
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$315M
$3.84M ﹤0.01%
391,390
+49,843
CEPU
4184
Central Puerto
CEPU
$2.03B
$3.84M ﹤0.01%
329,032
-42,781
PGC icon
4185
Peapack-Gladstone Financial
PGC
$466M
$3.84M ﹤0.01%
136,019
+30,854
CIO
4186
City Office REIT
CIO
$280M
$3.84M ﹤0.01%
719,488
+89,450
OCFC icon
4187
OceanFirst Financial
OCFC
$1.08B
$3.84M ﹤0.01%
217,816
-46,506
CYD icon
4188
China Yuchai International
CYD
$1.41B
$3.84M ﹤0.01%
160,400
+159,540
DBD icon
4189
Diebold Nixdorf
DBD
$2.14B
$3.83M ﹤0.01%
69,099
+19,633
NATR icon
4190
Nature's Sunshine
NATR
$244M
$3.82M ﹤0.01%
258,494
+51,139
NVDL icon
4191
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$5.57B
$3.82M ﹤0.01%
54,233
-119,560
PHK
4192
PIMCO High Income Fund
PHK
$844M
$3.8M ﹤0.01%
792,260
+36,493
SPXX icon
4193
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$320M
$3.79M ﹤0.01%
213,809
+1,774
TEO icon
4194
Telecom Argentina
TEO
$4.73B
$3.79M ﹤0.01%
429,230
+114,718
PFL
4195
PIMCO Income Strategy Fund
PFL
$381M
$3.79M ﹤0.01%
453,897
-42,299
SCJ icon
4196
iShares MSCI Japan Small-Cap ETF
SCJ
$156M
$3.79M ﹤0.01%
44,589
-4,954
OBK icon
4197
Origin Bancorp
OBK
$1.07B
$3.78M ﹤0.01%
105,866
-26,546
EIM
4198
Eaton Vance Municipal Bond Fund
EIM
$510M
$3.78M ﹤0.01%
390,594
-7,141
EINC icon
4199
VanEck Energy Income ETF
EINC
$73.9M
$3.77M ﹤0.01%
38,219
-7,892
PSTL
4200
Postal Realty Trust
PSTL
$373M
$3.77M ﹤0.01%
255,687
+19,319
166 167
168
169 170