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
PERI icon
4426
Perion Network
PERI
$404M
$3.06M ﹤0.01%
318,694
-23,537
SKIL icon
4427
Skillsoft
SKIL
$67.8M
$3.05M ﹤0.01%
234,497
-49,280
NUKZ icon
4428
Range Nuclear Renaissance Index ETF
NUKZ
$745M
$3.05M ﹤0.01%
46,929
+46,461
DNTH icon
4429
Dianthus Therapeutics
DNTH
$1.82B
$3.05M ﹤0.01%
77,520
-60,329
CCAP icon
4430
Crescent Capital BDC
CCAP
$542M
$3.04M ﹤0.01%
213,505
+94,347
MSB
4431
Mesabi Trust
MSB
$452M
$3.04M ﹤0.01%
103,925
-21,846
PNNT
4432
Pennant Park Investment Corp
PNNT
$382M
$3.03M ﹤0.01%
452,212
-25,755
INCM icon
4433
Franklin Income Focus ETF
INCM
$1.14B
$3.02M ﹤0.01%
108,882
+56,641
LPTH icon
4434
Lightpath Technologies
LPTH
$348M
$3.02M ﹤0.01%
380,637
+327,483
SSP icon
4435
E.W. Scripps
SSP
$417M
$3.02M ﹤0.01%
1,226,273
+13,346
PPIH icon
4436
Perma-Pipe International
PPIH
$261M
$3.02M ﹤0.01%
128,711
-1,664
XYF
4437
X Financial
XYF
$250M
$3.01M ﹤0.01%
218,938
-50,403
BSMV icon
4438
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$146M
$3.01M ﹤0.01%
143,272
+37,659
PHAT icon
4439
Phathom Pharmaceuticals
PHAT
$1.25B
$3.01M ﹤0.01%
255,573
+100,645
HEPS
4440
D-Market Electronic Services & Trading
HEPS
$1.07B
$3M ﹤0.01%
1,116,744
+281,666
EVX icon
4441
VanEck Environmental Services ETF
EVX
$91.7M
$3M ﹤0.01%
77,026
-335
YB
4442
Yuanbao Inc
YB
$932M
$2.99M ﹤0.01%
152,305
+127,051
MUA icon
4443
BlackRock MuniAssets Fund
MUA
$414M
$2.98M ﹤0.01%
268,634
-29,412
CXSE icon
4444
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$2.98M ﹤0.01%
66,856
+6,404
ENGN icon
4445
enGene Holdings
ENGN
$581M
$2.97M ﹤0.01%
435,291
+82,523
THD icon
4446
iShares MSCI Thailand ETF
THD
$206M
$2.97M ﹤0.01%
50,348
+3,679
POWA icon
4447
Invesco Bloomberg Pricing Power ETF
POWA
$217M
$2.96M ﹤0.01%
32,683
-841
FT
4448
Franklin Universal Trust
FT
$199M
$2.96M ﹤0.01%
367,740
-5,584
XLSR icon
4449
State Street US Sector Rotation ETF
XLSR
$883M
$2.95M ﹤0.01%
49,529
+1,437
DIVB icon
4450
iShares Core Dividend ETF
DIVB
$1.23B
$2.95M ﹤0.01%
56,479
-2,473
176 177
178
179 180