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
EIDO icon
4801
iShares MSCI Indonesia ETF
EIDO
$317M
$1.41M ﹤0.01%
79,979
-1,075,026
MCN
4802
Madison Covered Call & Equity Strategy Fund
MCN
$127M
$1.41M ﹤0.01%
225,041
+28,487
WIA
4803
Western Asset Inflation-Linked Income Fund
WIA
$195M
$1.41M ﹤0.01%
167,276
-47,413
BKF icon
4804
iShares MSCI BIC ETF
BKF
$94.3M
$1.4M ﹤0.01%
33,815
-1,089
SOXS icon
4805
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$923M
$1.4M ﹤0.01%
177,639
+129,861
SRET icon
4806
Global X SuperDividend REIT ETF
SRET
$203M
$1.4M ﹤0.01%
66,104
+1,833
HYXU icon
4807
iShares Global ex USD High Yield Corporate Bond ETF
HYXU
$65.7M
$1.39M ﹤0.01%
25,395
+205
IGIC icon
4808
International General Insurance
IGIC
$918M
$1.39M ﹤0.01%
58,058
-2,081
NATH icon
4809
Nathan's Famous
NATH
$433M
$1.39M ﹤0.01%
12,594
+1,147
ACRE
4810
Ares Commercial Real Estate
ACRE
$245M
$1.39M ﹤0.01%
291,936
+63,804
PSCM icon
4811
Invesco S&P SmallCap Materials ETF
PSCM
$11.9M
$1.39M ﹤0.01%
20,209
-7,953
SPFI icon
4812
South Plains Financial
SPFI
$593M
$1.38M ﹤0.01%
38,233
-15,832
PDYN icon
4813
Palladyne AI
PDYN
$351M
$1.38M ﹤0.01%
159,013
+56,413
SGHT icon
4814
Sight Sciences
SGHT
$265M
$1.38M ﹤0.01%
333,396
-5,267
KLTR icon
4815
Kaltura
KLTR
$239M
$1.37M ﹤0.01%
681,929
+13,354
ARQ icon
4816
Arq
ARQ
$283M
$1.37M ﹤0.01%
255,151
+28,649
BCBP icon
4817
BCB Bancorp
BCBP
$137M
$1.37M ﹤0.01%
162,540
-2,965
INFL icon
4818
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
$1.37M ﹤0.01%
32,413
+26,269
WEST icon
4819
Westrock Coffee
WEST
$418M
$1.37M ﹤0.01%
238,262
+74,145
EMF
4820
Templeton Emerging Markets Fund
EMF
$262M
$1.36M ﹤0.01%
93,428
-8,261
SGU icon
4821
Star Group
SGU
$389M
$1.36M ﹤0.01%
116,503
+36,546
TE.WS
4822
T1 Energy Inc Warrants
TE.WS
$51.6M
$1.36M ﹤0.01%
9,236,836
MQT icon
4823
BlackRock MuniYield Quality Fund II
MQT
$222M
$1.36M ﹤0.01%
140,708
-20,853
KF
4824
Korea Fund
KF
$150M
$1.36M ﹤0.01%
50,335
-30,578
LWAY icon
4825
Lifeway Foods
LWAY
$365M
$1.35M ﹤0.01%
54,843
+40,829
191 192
193
194 195