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
EVG
4251
Eaton Vance Short Duration Diversified Income Fund
EVG
$150M
$3.54M ﹤0.01%
321,121
-35,591
SOR
4252
Source Capital
SOR
$373M
$3.54M ﹤0.01%
81,624
+764
STKL
4253
SunOpta
STKL
$642M
$3.53M ﹤0.01%
609,233
+14,896
MCHB
4254
Mechanics Bancorp
MCHB
$2.95B
$3.53M ﹤0.01%
270,313
-105,893
KRNY icon
4255
Kearny Financial
KRNY
$418M
$3.53M ﹤0.01%
546,886
+10,052
IGA
4256
Voya Global Advantage and Premium Opportunity Fund
IGA
$149M
$3.53M ﹤0.01%
355,623
-26,356
PGHY icon
4257
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$186M
$3.52M ﹤0.01%
177,316
+13,749
TSLL icon
4258
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.63B
$3.52M ﹤0.01%
298,140
-295,545
SPNS icon
4259
Sapiens International
SPNS
$2.41B
$3.51M ﹤0.01%
120,127
-21,233
CVY icon
4260
Invesco Zacks Multi-Asset Income ETF
CVY
$113M
$3.5M ﹤0.01%
135,768
+12,921
CTRI icon
4261
Centuri Holdings
CTRI
$1.8B
$3.5M ﹤0.01%
155,862
+84,503
VEGI icon
4262
iShares MSCI Agriculture Producers ETF
VEGI
$90.5M
$3.49M ﹤0.01%
86,764
+7,755
WTBA icon
4263
West Bancorporation
WTBA
$361M
$3.49M ﹤0.01%
177,546
+9,778
PERI icon
4264
Perion Network
PERI
$421M
$3.47M ﹤0.01%
342,231
+10,546
ECVT icon
4265
Ecovyst
ECVT
$950M
$3.45M ﹤0.01%
419,283
-600,529
DDD icon
4266
3D Systems Corp
DDD
$389M
$3.44M ﹤0.01%
2,232,910
-80,227
FDMT icon
4267
4D Molecular Therapeutics
FDMT
$533M
$3.43M ﹤0.01%
924,676
-852,067
GHRS icon
4268
GH Research
GHRS
$854M
$3.43M ﹤0.01%
281,002
+3,751
CSTL icon
4269
Castle Biosciences
CSTL
$689M
$3.42M ﹤0.01%
167,588
-44,205
ABCL icon
4270
AbCellera Biologics
ABCL
$1.68B
$3.42M ﹤0.01%
996,927
-294,089
LPRO icon
4271
Open Lending Corp
LPRO
$214M
$3.42M ﹤0.01%
1,760,720
+1,463,948
DOMO icon
4272
Domo
DOMO
$573M
$3.41M ﹤0.01%
244,373
+50,267
SIGA icon
4273
SIGA Technologies
SIGA
$582M
$3.4M ﹤0.01%
521,868
+229,009
ZGN icon
4274
Zegna
ZGN
$2.63B
$3.4M ﹤0.01%
397,785
-97,655
LE icon
4275
Lands' End
LE
$490M
$3.4M ﹤0.01%
317,516
+227,682
169 170
171
172 173