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
SNSR icon
4276
Global X Internet of Things ETF
SNSR
$200M
$3.84M ﹤0.01%
98,445
+280
MCI
4277
Barings Corporate Investors
MCI
$397M
$3.84M ﹤0.01%
184,937
-4,610
KLAR
4278
Klarna Group
KLAR
$11.5B
$3.84M ﹤0.01%
+104,646
BSMU icon
4279
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$212M
$3.83M ﹤0.01%
174,848
+55,249
IRS
4280
IRSA Inversiones y Representaciones
IRS
$1.21B
$3.83M ﹤0.01%
323,637
+210,370
RYAM icon
4281
Rayonier Advanced Materials
RYAM
$383M
$3.83M ﹤0.01%
530,635
-30,435
MTRX icon
4282
Matrix Service
MTRX
$332M
$3.82M ﹤0.01%
291,852
+88,102
BHRB icon
4283
Burke & Herbert Financial Services Corp
BHRB
$1.05B
$3.8M ﹤0.01%
61,543
+11,642
IAE
4284
Voya Asia Pacific High Dividend Equity Income Fund
IAE
$78.5M
$3.78M ﹤0.01%
503,474
-8,322
EDIT icon
4285
Editas Medicine
EDIT
$229M
$3.78M ﹤0.01%
1,087,907
-332,776
UAE icon
4286
iShares MSCI UAE ETF
UAE
$141M
$3.77M ﹤0.01%
199,678
-6,611
LTPZ icon
4287
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$687M
$3.77M ﹤0.01%
70,733
-453
NTSX icon
4288
WisdomTree US Efficient Core Fund
NTSX
$1.28B
$3.76M ﹤0.01%
69,658
+33,789
GHI icon
4289
Greystone Housing Impact Investors LP
GHI
$167M
$3.75M ﹤0.01%
364,347
+50,895
BSRR icon
4290
Sierra Bancorp
BSRR
$458M
$3.75M ﹤0.01%
129,802
-11,059
OPRX icon
4291
OptimizeRx
OPRX
$254M
$3.74M ﹤0.01%
182,278
-82,444
XHS icon
4292
State Street SPDR S&P Health Care Services ETF
XHS
$87.7M
$3.73M ﹤0.01%
36,759
-30,786
EVG
4293
Eaton Vance Short Duration Diversified Income Fund
EVG
$145M
$3.73M ﹤0.01%
329,800
+8,679
ELD icon
4294
WisdomTree Emerging Markets Local Debt Fund
ELD
$87M
$3.73M ﹤0.01%
129,790
+21,019
WVE icon
4295
Wave Life Sciences
WVE
$2.89B
$3.71M ﹤0.01%
507,290
-1,036,748
ANIK icon
4296
Anika Therapeutics
ANIK
$138M
$3.71M ﹤0.01%
394,741
+286,359
TDAY
4297
USA Today Co
TDAY
$827M
$3.71M ﹤0.01%
898,184
-340,849
PZT icon
4298
Invesco New York AMT-Free Municipal Bond ETF
PZT
$134M
$3.71M ﹤0.01%
166,611
+16,669
IRON icon
4299
Disc Medicine
IRON
$3.41B
$3.71M ﹤0.01%
56,075
-54,604
PLTK icon
4300
Playtika
PLTK
$1.54B
$3.7M ﹤0.01%
951,961
+112,488
170 171
172
173 174