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
CGNT icon
4726
Cognyte Software
CGNT
$691M
$1.85M ﹤0.01%
220,268
-15,912
KARS icon
4727
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.2M
$1.85M ﹤0.01%
60,761
+4,701
INO icon
4728
Inovio Pharmaceuticals
INO
$157M
$1.84M ﹤0.01%
786,774
+384,912
MLTX icon
4729
MoonLake Immunotherapeutics
MLTX
$949M
$1.84M ﹤0.01%
256,655
+213,416
FMBH icon
4730
First Mid Bancshares
FMBH
$988M
$1.84M ﹤0.01%
48,576
-9,597
HYLN icon
4731
Hyliion Holdings
HYLN
$327M
$1.84M ﹤0.01%
934,001
-232,304
TIL icon
4732
Instil Bio
TIL
$76.4M
$1.84M ﹤0.01%
102,938
+6,630
TIPZ icon
4733
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$91.9M
$1.84M ﹤0.01%
34,175
+10,274
ACB
4734
Aurora Cannabis
ACB
$281M
$1.84M ﹤0.01%
308,046
+25,626
TLS icon
4735
Telos
TLS
$399M
$1.83M ﹤0.01%
267,861
+106,170
CUT icon
4736
Invesco MSCI Global Timber ETF
CUT
$38M
$1.83M ﹤0.01%
61,930
-5,712
MLNK
4737
DELISTED
MeridianLink
MLNK
$1.83M ﹤0.01%
91,791
-166,743
SAMG icon
4738
Silvercrest Asset Management
SAMG
$122M
$1.83M ﹤0.01%
115,890
-3,934
ATS icon
4739
ATS Corp
ATS
$2.7B
$1.82M ﹤0.01%
69,639
-61,234
SMHI icon
4740
SEACOR Marine Holdings
SMHI
$175M
$1.82M ﹤0.01%
280,767
-18,591
NEWT icon
4741
NewtekOne
NEWT
$353M
$1.82M ﹤0.01%
159,055
-4,139
PBJ icon
4742
Invesco Food & Beverage ETF
PBJ
$97.6M
$1.81M ﹤0.01%
39,529
-4,865
BRBI
4743
BRBI BR Partners SA
BRBI
$350M
$1.81M ﹤0.01%
+135,805
VENU
4744
Venu Holding Corp
VENU
$391M
$1.81M ﹤0.01%
141,180
+28,104
PTBD icon
4745
Pacer Trendpilot US Bond ETF
PTBD
$121M
$1.8M ﹤0.01%
91,020
-2,991
VMD icon
4746
Viemed Healthcare
VMD
$282M
$1.8M ﹤0.01%
265,565
-19,731
SILC icon
4747
Silicom
SILC
$76.6M
$1.8M ﹤0.01%
101,396
+16,446
FLSP icon
4748
Franklin Systematic Style Premia ETF
FLSP
$548M
$1.79M ﹤0.01%
67,652
-18,246
NOAH
4749
Noah Holdings
NOAH
$651M
$1.79M ﹤0.01%
154,663
+7,654
LAW icon
4750
CS Disco
LAW
$524M
$1.79M ﹤0.01%
276,994
+119,992
188 189
190
191 192