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
MMLP icon
4551
Martin Midstream Partners
MMLP
$88.3M
$2.49M ﹤0.01%
814,413
+61,788
CLFD icon
4552
Clearfield
CLFD
$396M
$2.49M ﹤0.01%
72,327
-24,446
SPOK icon
4553
Spok Holdings
SPOK
$266M
$2.49M ﹤0.01%
144,063
-8,360
AMTB icon
4554
Amerant Bancorp
AMTB
$832M
$2.48M ﹤0.01%
128,856
-43,193
VIXM icon
4555
ProShares VIX Mid-Term Futures ETF
VIXM
$42.5M
$2.48M ﹤0.01%
156,952
+18,396
AMPY icon
4556
Amplify Energy
AMPY
$192M
$2.48M ﹤0.01%
472,911
+111,256
RGP icon
4557
Resources Connection
RGP
$176M
$2.48M ﹤0.01%
490,829
-57,086
EAF icon
4558
GrafTech
EAF
$397M
$2.48M ﹤0.01%
193,099
-175,120
TRMD icon
4559
TORM
TRMD
$1.98B
$2.47M ﹤0.01%
119,586
-383,357
CMBT
4560
CMB.TECH NV
CMBT
$2.79B
$2.46M ﹤0.01%
262,428
+250,526
BGH
4561
Barings Global Short Duration High Yield Fund
BGH
$303M
$2.46M ﹤0.01%
159,219
-59,868
CGC
4562
Canopy Growth
CGC
$506M
$2.45M ﹤0.01%
1,676,253
+467,580
BAR icon
4563
GraniteShares Gold Shares
BAR
$1.46B
$2.45M ﹤0.01%
64,275
-902
SLQT icon
4564
SelectQuote
SLQT
$234M
$2.44M ﹤0.01%
1,246,230
-648,165
PRTH icon
4565
Priority Technology Holdings
PRTH
$459M
$2.44M ﹤0.01%
355,536
-38,046
NAZ icon
4566
Nuveen Arizona Quality Municipal Income Fund
NAZ
$147M
$2.43M ﹤0.01%
205,302
+41,197
TE
4567
T1 Energy Inc
TE
$1.37B
$2.43M ﹤0.01%
1,114,478
-46,174
HOUS icon
4568
Anywhere Real Estate
HOUS
$1.62B
$2.43M ﹤0.01%
229,351
-262,022
BKIE icon
4569
BNY Mellon International Equity ETF
BKIE
$1.13B
$2.42M ﹤0.01%
27,067
+3,404
IBTK icon
4570
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$613M
$2.42M ﹤0.01%
121,868
+7,612
FXA icon
4571
Invesco CurrencyShares Australian Dollar Trust
FXA
$78.6M
$2.41M ﹤0.01%
36,772
-65,328
RM icon
4572
Regional Management Corp
RM
$394M
$2.41M ﹤0.01%
61,836
+11,014
SHYL icon
4573
Xtrackers Short Duration High Yield Bond ETF
SHYL
$244M
$2.4M ﹤0.01%
+52,882
ACIC icon
4574
American Coastal Insurance
ACIC
$621M
$2.4M ﹤0.01%
210,777
+5,102
OGI
4575
Organigram Holdings
OGI
$270M
$2.4M ﹤0.01%
1,179,977
+993,610
181 182
183
184 185