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
KB icon
1501
KB Financial Group
KB
$28.8B
$81.4M 0.01%
985,573
+38,123
BIRK icon
1502
Birkenstock
BIRK
$7.83B
$81.1M 0.01%
1,649,649
+147,756
CWST icon
1503
Casella Waste Systems
CWST
$5.7B
$81M 0.01%
702,179
-84,451
U icon
1504
Unity
U
$15.7B
$80.9M 0.01%
3,343,417
-291,274
BBN icon
1505
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
$80.4M 0.01%
4,989,730
+107,605
CGBL icon
1506
Capital Group Core Balanced ETF
CGBL
$3.42B
$80.3M 0.01%
2,402,025
+203,011
CDC icon
1507
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$731M
$80.2M 0.01%
1,258,993
-32,919
MNDY icon
1508
monday.com
MNDY
$9.57B
$80M 0.01%
254,391
-27,649
DOCS icon
1509
Doximity
DOCS
$12.6B
$79.8M 0.01%
1,301,434
+19,252
BRBR icon
1510
BellRing Brands
BRBR
$4.32B
$79.8M 0.01%
1,377,972
+372,281
SCHO icon
1511
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$79.7M 0.01%
3,268,155
+224,985
IREN icon
1512
Iris Energy
IREN
$17.4B
$79.6M 0.01%
5,466,216
+776,771
BSCP icon
1513
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$79.5M 0.01%
3,845,769
-400,849
LMND icon
1514
Lemonade
LMND
$3.72B
$79.5M 0.01%
1,814,894
+1,012,619
IMO icon
1515
Imperial Oil
IMO
$44.9B
$79.5M 0.01%
1,000,020
-110,579
KBWB icon
1516
Invesco KBW Bank ETF
KBWB
$5B
$79.4M 0.01%
1,109,116
+78,821
EVSB icon
1517
Eaton Vance Ultra-Short Income ETF
EVSB
$232M
$79.2M 0.01%
1,558,716
+787,748
BBWI icon
1518
Bath & Body Works
BBWI
$5.32B
$79M 0.01%
2,635,963
-815,883
CLF icon
1519
Cleveland-Cliffs
CLF
$6.84B
$78.9M 0.01%
10,385,017
+1,938,536
LAZ icon
1520
Lazard
LAZ
$4.64B
$78.7M 0.01%
1,640,033
-542,397
DIVO icon
1521
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.14B
$78.3M 0.01%
1,840,929
+393,567
IAI icon
1522
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$78.1M 0.01%
461,962
-8,309
ONB icon
1523
Old National Bancorp
ONB
$8.33B
$78.1M 0.01%
3,659,813
+499,141
VIOO icon
1524
Vanguard S&P Small-Cap 600 ETF
VIOO
$2.99B
$78M 0.01%
770,291
+29,994
URBN icon
1525
Urban Outfitters
URBN
$6.19B
$77.9M 0.01%
1,073,390
-202,204
59 60
61
62 63