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
CBAN icon
4501
Colony Bankcorp
CBAN
$390M
$2.71M ﹤0.01%
159,429
+2,047
WTI icon
4502
W&T Offshore
WTI
$250M
$2.7M ﹤0.01%
1,483,752
-3,843
OPPJ
4503
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$121M
$2.7M ﹤0.01%
64,789
+10,430
TIPX icon
4504
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.78B
$2.7M ﹤0.01%
139,716
+9,595
MOV icon
4505
Movado Group
MOV
$466M
$2.69M ﹤0.01%
142,049
-32,707
AEHR icon
4506
Aehr Test Systems
AEHR
$654M
$2.69M ﹤0.01%
89,267
-113,928
GEF.B icon
4507
Greif Class B
GEF.B
$2.84B
$2.68M ﹤0.01%
43,421
-3,199
SGML icon
4508
Sigma Lithium
SGML
$1.36B
$2.67M ﹤0.01%
416,110
-470,153
ANGO icon
4509
AngioDynamics
ANGO
$551M
$2.67M ﹤0.01%
238,779
-45,497
OIA icon
4510
Invesco Municipal Income Opportunities Trust
OIA
$289M
$2.67M ﹤0.01%
442,097
-57,019
PBT
4511
Permian Basin Royalty Trust
PBT
$780M
$2.66M ﹤0.01%
145,934
-147,558
PEPG icon
4512
PepGen
PEPG
$373M
$2.66M ﹤0.01%
575,156
+510,318
EVTL icon
4513
Vertical Aerospace
EVTL
$555M
$2.64M ﹤0.01%
509,001
+438,837
OLP
4514
One Liberty Properties
OLP
$450M
$2.64M ﹤0.01%
119,407
-20,576
MILN icon
4515
Global X Millennial Consumer ETF
MILN
$111M
$2.63M ﹤0.01%
53,228
+590
NNOX icon
4516
Nano X Imaging
NNOX
$195M
$2.63M ﹤0.01%
710,769
-39,236
WSBF icon
4517
Waterstone Financial
WSBF
$308M
$2.62M ﹤0.01%
168,006
-17,134
WLYB icon
4518
John Wiley & Sons Class B
WLYB
$1.83B
$2.62M ﹤0.01%
65,006
CMDB
4519
Costamare Bulkers Holdings
CMDB
$370M
$2.6M ﹤0.01%
181,182
-10,793
SCHK icon
4520
Schwab 1000 Index ETF
SCHK
$4.83B
$2.6M ﹤0.01%
81,041
-145
MSBI icon
4521
Midland States Bancorp
MSBI
$465M
$2.6M ﹤0.01%
151,741
-64,881
CLW icon
4522
Clearwater Paper
CLW
$298M
$2.6M ﹤0.01%
125,247
-62,096
UA icon
4523
Under Armour Class C
UA
$1.83B
$2.6M ﹤0.01%
537,833
+105,568
DHIL icon
4524
Diamond Hill
DHIL
$456M
$2.59M ﹤0.01%
18,527
-4,084
ORKA
4525
Oruka Therapeutics
ORKA
$1.54B
$2.59M ﹤0.01%
134,833
-73,495
179 180
181
182 183