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
TDF
4226
Templeton Dragon Fund
TDF
$295M
$3.65M ﹤0.01%
365,572
-10,767
MPAA icon
4227
Motorcar Parts of America
MPAA
$330M
$3.64M ﹤0.01%
324,822
+29,811
PMO
4228
Putnam Municipal Opportunities Trust
PMO
$290M
$3.64M ﹤0.01%
367,661
-43,693
ABVX
4229
Abivax
ABVX
$7.7B
$3.64M ﹤0.01%
475,280
-21,873
SBGI icon
4230
Sinclair Inc
SBGI
$917M
$3.63M ﹤0.01%
262,609
+59,179
ECON icon
4231
Columbia Emerging Markets Consumer ETF
ECON
$248M
$3.62M ﹤0.01%
151,090
-29,712
TYRA icon
4232
Tyra Biosciences
TYRA
$812M
$3.62M ﹤0.01%
378,402
+197,812
UIS icon
4233
Unisys
UIS
$252M
$3.62M ﹤0.01%
798,515
+156,627
RMM
4234
RiverNorth Managed Duration Municipal Income Fund
RMM
$276M
$3.62M ﹤0.01%
269,682
-2,341
XTN icon
4235
SPDR S&P Transportation ETF
XTN
$140M
$3.6M ﹤0.01%
44,779
-10,233
IAE
4236
Voya Asia Pacific High Dividend Equity Income Fund
IAE
$84.7M
$3.6M ﹤0.01%
511,796
+7,505
PSBD icon
4237
Palmer Square Capital BDC
PSBD
$394M
$3.59M ﹤0.01%
257,135
+252,670
GIC icon
4238
Global Industrial
GIC
$1.1B
$3.58M ﹤0.01%
132,661
-32,191
EAF icon
4239
GrafTech
EAF
$338M
$3.58M ﹤0.01%
368,219
-690,418
CRVS icon
4240
Corvus Pharmaceuticals
CRVS
$572M
$3.58M ﹤0.01%
894,405
+220,881
OPRX icon
4241
OptimizeRx
OPRX
$382M
$3.57M ﹤0.01%
264,722
+48,559
AIP icon
4242
Arteris
AIP
$580M
$3.57M ﹤0.01%
374,723
+245,257
SSP icon
4243
E.W. Scripps
SSP
$205M
$3.57M ﹤0.01%
1,212,927
+259,738
ACCO icon
4244
Acco Brands
ACCO
$352M
$3.56M ﹤0.01%
994,184
+31,660
IDRV icon
4245
iShares Self-Driving EV and Tech ETF
IDRV
$176M
$3.56M ﹤0.01%
116,270
-3,821
AGEN
4246
Agenus
AGEN
$123M
$3.56M ﹤0.01%
778,005
+358,242
NGS icon
4247
Natural Gas Services Group
NGS
$345M
$3.55M ﹤0.01%
137,599
+7,944
GHI icon
4248
Greystone Housing Impact Investors LP
GHI
$198M
$3.55M ﹤0.01%
313,452
+43,956
SMC
4249
Summit Midstream
SMC
$271M
$3.55M ﹤0.01%
144,581
-67,413
PROK icon
4250
ProKidney
PROK
$422M
$3.55M ﹤0.01%
5,987,541
-4,349,682
168 169
170
171 172