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
GEVO icon
4676
Gevo
GEVO
$566M
$1.76M ﹤0.01%
1,330,866
-51,843
BTM icon
4677
Bitcoin Depot
BTM
$203M
$1.76M ﹤0.01%
346,315
+346,314
NOAH
4678
Noah Holdings
NOAH
$747M
$1.76M ﹤0.01%
147,009
+39,718
PUBM icon
4679
PubMatic
PUBM
$382M
$1.75M ﹤0.01%
141,072
-217,713
STVN icon
4680
Stevanato
STVN
$6.88B
$1.75M ﹤0.01%
71,796
+16,433
BBCB icon
4681
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.5M
$1.75M ﹤0.01%
38,383
+4,674
VYGR icon
4682
Voyager Therapeutics
VYGR
$259M
$1.75M ﹤0.01%
563,439
+182,954
RAIL icon
4683
FreightCar America
RAIL
$170M
$1.75M ﹤0.01%
203,059
+56,616
SBI
4684
Western Asset Intermediate Muni Fund
SBI
$111M
$1.73M ﹤0.01%
230,244
+19,383
FUNC icon
4685
First United
FUNC
$224M
$1.73M ﹤0.01%
55,817
+13,340
VTEX icon
4686
VTEX
VTEX
$817M
$1.73M ﹤0.01%
262,241
+101,255
LEMB icon
4687
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$406M
$1.73M ﹤0.01%
42,786
-5,461
CDRO icon
4688
Codere Online
CDRO
$278M
$1.73M ﹤0.01%
203,375
+107
ATOM icon
4689
Atomera
ATOM
$100M
$1.72M ﹤0.01%
341,550
+277,844
RMAX icon
4690
RE/MAX Holdings
RMAX
$159M
$1.72M ﹤0.01%
209,896
+6,853
VEL icon
4691
Velocity Financial
VEL
$716M
$1.72M ﹤0.01%
92,585
+17,078
TLRY icon
4692
Tilray
TLRY
$1.5B
$1.72M ﹤0.01%
4,139,130
+1,522,587
EOD
4693
Allspring Global Dividend Opportunity Fund
EOD
$249M
$1.71M ﹤0.01%
317,811
+8,237
NEE.PRT
4694
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.47B
$1.71M ﹤0.01%
38,537
+31,346
SLDP icon
4695
Solid Power
SLDP
$1.14B
$1.7M ﹤0.01%
777,765
+341,544
DXYZ
4696
Destiny Tech100
DXYZ
$412M
$1.7M ﹤0.01%
44,708
-66,868
ULH icon
4697
Universal Logistics Holdings
ULH
$426M
$1.7M ﹤0.01%
66,956
-5,608
FORR icon
4698
Forrester Research
FORR
$136M
$1.7M ﹤0.01%
171,633
+64,959
SPPP
4699
Sprott Physical Platinum and Palladium Trust
SPPP
$452M
$1.7M ﹤0.01%
144,839
+56,828
EGY icon
4700
Vaalco Energy
EGY
$410M
$1.69M ﹤0.01%
468,618
+27,695
186 187
188
189 190