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
CRML icon
5026
Critical Metals Corp
CRML
$1.29B
$889K ﹤0.01%
248,188
+177,474
BTMD icon
5027
Biote Corp
BTMD
$89.7M
$887K ﹤0.01%
220,682
+103,140
SSTI icon
5028
SoundThinking
SSTI
$122M
$885K ﹤0.01%
67,763
+2,607
LILA icon
5029
Liberty Latin America Class A
LILA
$1.55B
$884K ﹤0.01%
144,913
-49,121
BBP icon
5030
Virtus LifeSci Biotech Products ETF
BBP
$29.5M
$884K ﹤0.01%
15,177
+6,156
HSHP
5031
Himalaya Shipping
HSHP
$351M
$884K ﹤0.01%
153,147
-70,753
BIOA
5032
BioAge Labs
BIOA
$266M
$882K ﹤0.01%
213,503
+183,877
TPIC
5033
DELISTED
TPI Composites
TPIC
$880K ﹤0.01%
1,023,774
-97,302
DGNX
5034
Diginex Ltd
DGNX
$4.8B
$879K ﹤0.01%
17,089
+11,017
LCNB icon
5035
LCNB Corp
LCNB
$221M
$877K ﹤0.01%
60,380
-10,573
HCAT icon
5036
Health Catalyst
HCAT
$221M
$873K ﹤0.01%
231,589
+42,563
SVRA icon
5037
Savara
SVRA
$860M
$872K ﹤0.01%
382,613
+127,100
ACES icon
5038
ALPS Clean Energy ETF
ACES
$115M
$870K ﹤0.01%
33,712
-8,905
OPBK icon
5039
OP Bancorp
OPBK
$199M
$870K ﹤0.01%
66,944
+14,717
ESEA icon
5040
Euroseas
ESEA
$419M
$870K ﹤0.01%
19,445
+13,841
ADV icon
5041
Advantage Solutions
ADV
$414M
$869K ﹤0.01%
658,643
+339,656
ISRA icon
5042
VanEck Israel ETF
ISRA
$114M
$867K ﹤0.01%
16,720
-2,222
VGZ icon
5043
Vista Gold
VGZ
$202M
$863K ﹤0.01%
884,817
-8,117
KBWR icon
5044
Invesco KBW Regional Banking ETF
KBWR
$49M
$863K ﹤0.01%
14,930
-3,719
CMTG icon
5045
Claros Mortgage Trust
CMTG
$433M
$860K ﹤0.01%
301,650
-150,323
BWLP icon
5046
BW LPG
BWLP
$2.04B
$858K ﹤0.01%
72,491
+33,662
DIHP icon
5047
Dimensional International High Profitability ETF
DIHP
$4.58B
$857K ﹤0.01%
29,065
-2,503
BRFH icon
5048
Barfresh Food Group
BRFH
$52.1M
$857K ﹤0.01%
250,466
+51,240
PHLT
5049
DELISTED
Performant Healthcare Inc
PHLT
$856K ﹤0.01%
214,060
+85,654
SGC icon
5050
Superior Group of Companies
SGC
$158M
$854K ﹤0.01%
82,904
+6,994
200 201
202
203 204