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
FLCH icon
4951
Franklin FTSE China ETF
FLCH
$242M
$1.03M ﹤0.01%
47,489
+31,357
RBBN icon
4952
Ribbon Communications
RBBN
$593M
$1.03M ﹤0.01%
256,966
-135,904
PFO
4953
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$126M
$1.03M ﹤0.01%
111,328
-24,444
RTH icon
4954
VanEck Retail ETF
RTH
$270M
$1.03M ﹤0.01%
4,313
-67
VTN icon
4955
Invesco Trust for Investment Grade New York Municipals
VTN
$160M
$1.03M ﹤0.01%
98,541
+8,493
MCFT icon
4956
MasterCraft Boat Holdings
MCFT
$325M
$1.03M ﹤0.01%
55,314
-116,431
CRON
4957
Cronos Group
CRON
$973M
$1.03M ﹤0.01%
537,011
+60,892
TENX icon
4958
Tenax Therapeutics
TENX
$32.7M
$1.03M ﹤0.01%
178,010
+56,916
KRRO icon
4959
Korro Bio
KRRO
$346M
$1.02M ﹤0.01%
81,733
+38,633
SID icon
4960
Companhia Siderúrgica Nacional
SID
$2.34B
$1.02M ﹤0.01%
727,504
-402,003
ALMS
4961
Alumis Inc
ALMS
$475M
$1.02M ﹤0.01%
339,099
+110,101
LAKE icon
4962
Lakeland Industries
LAKE
$155M
$1.01M ﹤0.01%
74,567
+51,887
ADAP
4963
DELISTED
Adaptimmune Therapeutics
ADAP
$1.01M ﹤0.01%
4,232,268
+1,516,321
TNGY
4964
Tortoise Energy Fund
TNGY
$515M
$1.01M ﹤0.01%
+110,509
RCKY icon
4965
Rocky Brands
RCKY
$213M
$1.01M ﹤0.01%
45,549
+12,773
GOSS icon
4966
Gossamer Bio
GOSS
$547M
$1.01M ﹤0.01%
818,691
+359,158
PGP
4967
PIMCO Global StockPLUS & Income Fund
PGP
$99.7M
$1M ﹤0.01%
120,797
+36,706
MEC icon
4968
Mayville Engineering Co
MEC
$359M
$994K ﹤0.01%
62,302
+33,451
CURI icon
4969
CuriosityStream
CURI
$243M
$994K ﹤0.01%
176,616
+143,792
DOYU
4970
DouYu International Holdings
DOYU
$205M
$994K ﹤0.01%
153,408
+39,649
PLPC icon
4971
Preformed Line Products
PLPC
$1.04B
$994K ﹤0.01%
6,217
+1,369
LTBR icon
4972
Lightbridge
LTBR
$739M
$991K ﹤0.01%
74,118
-213,989
ACTG icon
4973
Acacia Research
ACTG
$314M
$990K ﹤0.01%
276,601
+142,137
VFL
4974
abrdn National Municipal Income Fund
VFL
$125M
$983K ﹤0.01%
101,792
+36,558
ATLO icon
4975
AMES National
ATLO
$187M
$982K ﹤0.01%
55,154
+1,247
197 198
199
200 201