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
RNGR icon
4476
Ranger Energy Services
RNGR
$326M
$2.81M ﹤0.01%
199,859
-37,143
EIC
4477
Eagle Point Income Co
EIC
$301M
$2.81M ﹤0.01%
208,441
-59,386
SWBI icon
4478
Smith & Wesson
SWBI
$461M
$2.8M ﹤0.01%
285,095
+71,915
VYGR icon
4479
Voyager Therapeutics
VYGR
$222M
$2.8M ﹤0.01%
599,688
+36,249
FLY
4480
Firefly Aerospace
FLY
$3.93B
$2.8M ﹤0.01%
+95,358
SMWB icon
4481
Similarweb
SMWB
$602M
$2.79M ﹤0.01%
299,528
-613,733
HGTY icon
4482
Hagerty
HGTY
$1.32B
$2.78M ﹤0.01%
231,267
+156,294
GLU
4483
Gabelli Utility & Income Trust
GLU
$112M
$2.78M ﹤0.01%
153,454
-1,125
BBCB icon
4484
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$39M
$2.77M ﹤0.01%
59,923
+21,540
HPF
4485
John Hancock Preferred Income Fund II
HPF
$348M
$2.77M ﹤0.01%
164,515
+2,349
MNTN
4486
MNTN Inc
MNTN
$863M
$2.77M ﹤0.01%
149,327
-50,461
BLND icon
4487
Blend Labs
BLND
$803M
$2.77M ﹤0.01%
758,233
+252,655
AXTI icon
4488
AXT Inc
AXTI
$683M
$2.77M ﹤0.01%
615,899
-13,882
PFX icon
4489
PhenixFIN
PFX
$91.7M
$2.76M ﹤0.01%
57,917
-2,254
WW
4490
WW International
WW
$275M
$2.75M ﹤0.01%
+100,588
SILA
4491
Sila Realty Trust
SILA
$1.28B
$2.75M ﹤0.01%
109,506
-56,783
CEPU
4492
Central Puerto
CEPU
$2.64B
$2.74M ﹤0.01%
342,614
+13,582
THFF icon
4493
First Financial Corp
THFF
$759M
$2.74M ﹤0.01%
48,588
-10,008
LUCK
4494
Lucky Strike Entertainment
LUCK
$1.26B
$2.74M ﹤0.01%
267,716
-17,170
GPRK icon
4495
GeoPark
GPRK
$366M
$2.74M ﹤0.01%
430,115
+213,438
IPX
4496
IperionX
IPX
$1.11B
$2.74M ﹤0.01%
55,472
+48,833
WOLF icon
4497
Wolfspeed
WOLF
$476M
$2.74M ﹤0.01%
95,692
-1,487,509
IMUX icon
4498
Immunic
IMUX
$68.9M
$2.74M ﹤0.01%
3,103,122
-525,406
ICSH icon
4499
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.71B
$2.73M ﹤0.01%
53,835
-3,574
DCTH icon
4500
Delcath Systems
DCTH
$355M
$2.72M ﹤0.01%
253,015
-204,425
178 179
180
181 182