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
FXB icon
4651
Invesco CurrencyShares British Pound Sterling Trust
FXB
$88.5M
$1.83M ﹤0.01%
13,826
-597
SPVM icon
4652
Invesco S&P 500 Value with Momentum ETF
SPVM
$66.6M
$1.82M ﹤0.01%
30,503
-1,047
CGEM icon
4653
Cullinan Oncology
CGEM
$512M
$1.82M ﹤0.01%
242,092
-239,740
RCMT icon
4654
RCM Technologies
RCMT
$171M
$1.82M ﹤0.01%
77,309
-210,143
SPFF icon
4655
Global X SuperIncome Preferred ETF
SPFF
$134M
$1.82M ﹤0.01%
202,851
+17,046
PUI icon
4656
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$54.1M
$1.82M ﹤0.01%
43,489
-27,340
MTSR
4657
Metsera Inc
MTSR
$6.63B
$1.82M ﹤0.01%
63,806
+18,338
CTRN icon
4658
Citi Trends
CTRN
$298M
$1.81M ﹤0.01%
54,231
+20,438
KRO icon
4659
KRONOS Worldwide
KRO
$566M
$1.81M ﹤0.01%
291,831
+26,970
BYRN icon
4660
Byrna Technologies
BYRN
$460M
$1.81M ﹤0.01%
58,472
-19,880
VGI
4661
Virtus Global Multi-Sector Income Fund
VGI
$90.1M
$1.8M ﹤0.01%
229,845
-11,737
NTSX icon
4662
WisdomTree US Efficient Core Fund
NTSX
$1.29B
$1.8M ﹤0.01%
35,869
+16,375
KRT icon
4663
Karat Packaging
KRT
$483M
$1.79M ﹤0.01%
63,684
+34,831
EXOD
4664
Exodus Movement Inc
EXOD
$712M
$1.79M ﹤0.01%
62,183
-48,006
BTA icon
4665
BlackRock Long-Term Municipal Advantage Trust
BTA
$128M
$1.79M ﹤0.01%
195,238
-1,607
DFVE icon
4666
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$16.8M
$1.79M ﹤0.01%
60,000
ECF
4667
Ellsworth Growth & Income Fund
ECF
$170M
$1.79M ﹤0.01%
174,315
-95,138
PBD icon
4668
Invesco Global Clean Energy ETF
PBD
$96.3M
$1.79M ﹤0.01%
141,722
-25,749
DAKT icon
4669
Daktronics
DAKT
$912M
$1.79M ﹤0.01%
118,090
-33,748
EGHT icon
4670
8x8 Inc
EGHT
$251M
$1.78M ﹤0.01%
910,379
+330,818
PFIS icon
4671
Peoples Financial Services
PFIS
$445M
$1.78M ﹤0.01%
36,133
+7,800
HOUS icon
4672
Anywhere Real Estate
HOUS
$1.13B
$1.78M ﹤0.01%
491,373
+152,684
AVD icon
4673
American Vanguard Corp
AVD
$127M
$1.77M ﹤0.01%
452,273
-26,625
TBI
4674
Trueblue
TBI
$142M
$1.77M ﹤0.01%
273,410
+29,167
TCBX icon
4675
Third Coast Bancshares
TCBX
$510M
$1.77M ﹤0.01%
54,164
-18,531
185 186
187
188 189