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
SB icon
4326
Safe Bulkers
SB
$474M
$3.12M ﹤0.01%
864,921
+171,530
AMLX icon
4327
Amylyx Pharmaceuticals
AMLX
$1.5B
$3.12M ﹤0.01%
486,893
+12,475
PXE icon
4328
Invesco Energy Exploration & Production ETF
PXE
$68.2M
$3.12M ﹤0.01%
111,478
+12,420
CIVB icon
4329
Civista Bancshares
CIVB
$416M
$3.12M ﹤0.01%
134,465
+44,041
VBF icon
4330
Invesco Bond Fund
VBF
$179M
$3.11M ﹤0.01%
201,127
+2,042
MUA icon
4331
BlackRock MuniAssets Fund
MUA
$416M
$3.1M ﹤0.01%
298,046
-17,138
FCVT icon
4332
First Trust SSI Strategic Convertible Securities ETF
FCVT
$97.1M
$3.1M ﹤0.01%
79,788
-3,996
TOUR
4333
Tuniu
TOUR
$99.4M
$3.1M ﹤0.01%
3,677,091
-871,525
TSEM icon
4334
Tower Semiconductor
TSEM
$9.4B
$3.1M ﹤0.01%
71,398
-39,734
IMMR icon
4335
Immersion
IMMR
$214M
$3.08M ﹤0.01%
391,039
-239,090
ALLT icon
4336
Allot
ALLT
$446M
$3.08M ﹤0.01%
360,013
-1,514
DHY
4337
Credit Suisse High Yield Credit Fund
DHY
$216M
$3.07M ﹤0.01%
1,440,391
-69,848
JIG icon
4338
JPMorgan International Growth ETF
JIG
$156M
$3.07M ﹤0.01%
42,890
+38,242
PRTH icon
4339
Priority Technology Holdings
PRTH
$547M
$3.06M ﹤0.01%
393,582
+131,930
PVLA
4340
Palvella Therapeutics
PVLA
$867M
$3.06M ﹤0.01%
135,754
+125,847
FOA icon
4341
Finance of America Companies
FOA
$240M
$3.06M ﹤0.01%
131,194
+125,334
GBTG icon
4342
American Express Global Business Travel
GBTG
$4.18B
$3.05M ﹤0.01%
483,844
+121,910
MIN
4343
MFS Intermediate Income Trust
MIN
$296M
$3.05M ﹤0.01%
1,124,612
-262,221
PFX icon
4344
PhenixFIN
PFX
$87.3M
$3.05M ﹤0.01%
60,171
-1,625
ELD icon
4345
WisdomTree Emerging Markets Local Debt Fund
ELD
$75.8M
$3.04M ﹤0.01%
108,771
+51,590
III icon
4346
Information Services Group
III
$264M
$3.04M ﹤0.01%
632,715
-27,296
DRD
4347
DRDGold
DRD
$2.21B
$3.04M ﹤0.01%
227,723
+58,838
BELFB
4348
Bel Fuse Inc Class B
BELFB
$1.91B
$3.03M ﹤0.01%
31,041
-14,165
SPXL icon
4349
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.9B
$3.03M ﹤0.01%
17,470
+3,984
JOF
4350
Japan Smaller Capitalization Fund
JOF
$292M
$3.03M ﹤0.01%
313,971
+7,072
172 173
174
175 176