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
MFM
5076
MFS Municipal Income Trust
MFM
$221M
$939K ﹤0.01%
174,240
+27,177
SMC
5077
Summit Midstream
SMC
$325M
$939K ﹤0.01%
45,710
-98,871
ATMP icon
5078
iPath Select MLP ETN
ATMP
$498M
$938K ﹤0.01%
32,570
KBWR icon
5079
Invesco KBW Regional Banking ETF
KBWR
$53.3M
$936K ﹤0.01%
15,429
+499
CNL
5080
Collective Mining Ltd
CNL
$1.29B
$932K ﹤0.01%
64,510
+27,113
ORN icon
5081
Orion Group Holdings
ORN
$415M
$928K ﹤0.01%
111,591
-35,010
CNRG icon
5082
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$196M
$924K ﹤0.01%
10,982
+7,555
SURE icon
5083
AdvisorShares Insider Advantage ETF
SURE
$49.1M
$923K ﹤0.01%
7,458
+800
GASS icon
5084
StealthGas
GASS
$253M
$923K ﹤0.01%
140,873
+69,116
BRBS icon
5085
Blue Ridge Bankshares
BRBS
$408M
$922K ﹤0.01%
217,851
-41,328
QUAD icon
5086
Quad
QUAD
$329M
$919K ﹤0.01%
146,815
+72,983
MDWD icon
5087
MediWound
MDWD
$241M
$918K ﹤0.01%
50,925
+2,764
PACK icon
5088
Ranpak Holdings
PACK
$459M
$913K ﹤0.01%
162,486
-48,867
CAOS icon
5089
Alpha Architect Tail Risk ETF
CAOS
$536M
$912K ﹤0.01%
+10,182
CXDO icon
5090
Crexendo
CXDO
$213M
$911K ﹤0.01%
140,214
+2,805
AARD
5091
Aardvark Therapeutics
AARD
$300M
$910K ﹤0.01%
68,462
+59,502
FCCO icon
5092
First Community Corp
FCCO
$236M
$909K ﹤0.01%
32,208
-34,694
ARKB icon
5093
ARK 21Shares Bitcoin ETF
ARKB
$1.41B
$909K ﹤0.01%
23,899
-5,319
ZURA icon
5094
Zura Bio
ZURA
$278M
$907K ﹤0.01%
209,426
-39,774
DTF
5095
DTF Tax-Free Income 2028 Term Fund
DTF
$79.4M
$905K ﹤0.01%
79,211
+4,019
LGN
5096
Legence Corp
LGN
$2.59B
$904K ﹤0.01%
+29,350
DIHP icon
5097
Dimensional International High Profitability ETF
DIHP
$5B
$900K ﹤0.01%
29,598
+533
PSCE icon
5098
Invesco S&P SmallCap Energy ETF
PSCE
$61.5M
$895K ﹤0.01%
21,004
+4,468
PINE
5099
Alpine Income Property Trust
PINE
$233M
$895K ﹤0.01%
63,160
+2,107
BMEA icon
5100
Biomea Fusion
BMEA
$99M
$895K ﹤0.01%
443,058
+56,534
202 203
204
205 206