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
ADC icon
1551
Agree Realty
ADC
$8.25B
$84.4M 0.01%
1,188,489
-241,863
PTNQ icon
1552
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
$84.3M 0.01%
1,087,234
-102,234
CALM icon
1553
Cal-Maine
CALM
$4.21B
$84.1M 0.01%
894,039
+17,802
UPST icon
1554
Upstart Holdings
UPST
$4.8B
$83.9M 0.01%
1,652,024
-20,679
TKR icon
1555
Timken Company
TKR
$6.09B
$83.8M 0.01%
1,114,454
+139,328
BBN icon
1556
BlackRock Taxable Municipal Bond Trust
BBN
$1.05B
$83.7M 0.01%
5,044,382
+54,652
KSS icon
1557
Kohl's
KSS
$2.61B
$83.7M 0.01%
5,445,957
+1,938,855
WTV icon
1558
WisdomTree US Value Fund
WTV
$2.13B
$83.7M 0.01%
919,720
+42,867
ZWS icon
1559
Zurn Elkay Water Solutions
ZWS
$7.89B
$83.6M 0.01%
1,778,641
-14,060
EDV icon
1560
Vanguard World Funds Extended Duration ETF
EDV
$3.99B
$83.6M 0.01%
1,221,438
+275,803
CYTK icon
1561
Cytokinetics
CYTK
$7.75B
$83.6M 0.01%
1,521,186
+403,106
OPCH icon
1562
Option Care Health
OPCH
$5.28B
$83.5M 0.01%
3,009,493
-118,607
BSCW icon
1563
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.18B
$83.5M 0.01%
4,001,019
+355,132
PXF icon
1564
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.28B
$83.5M 0.01%
1,364,176
+41,695
ICF icon
1565
iShares Select U.S. REIT ETF
ICF
$1.89B
$83.4M 0.01%
1,353,402
-78,561
NAD icon
1566
Nuveen Quality Municipal Income Fund
NAD
$2.82B
$83.4M 0.01%
7,132,791
-133,196
BITQ icon
1567
Bitwise Crypto Industry Innovators ETF
BITQ
$394M
$83.2M 0.01%
3,318,015
+3,180,741
GFI icon
1568
Gold Fields
GFI
$38.9B
$83.1M 0.01%
1,980,982
-261,550
STOK icon
1569
Stoke Therapeutics
STOK
$1.85B
$83.1M 0.01%
3,537,050
-36,926
CSQ icon
1570
Calamos Strategic Total Return Fund
CSQ
$3.05B
$83M 0.01%
4,300,434
+94,498
CDC icon
1571
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$711M
$82.9M 0.01%
1,241,921
-17,072
TREX icon
1572
Trex
TREX
$3.76B
$82.7M 0.01%
1,600,231
+60,440
GLXY
1573
Galaxy Digital Inc
GLXY
$5.14B
$82.6M 0.01%
2,443,597
+1,038,373
FIXT
1574
TCW Core Plus Bond ETF
FIXT
$212M
$82.5M 0.01%
2,133,763
-181,940
SNV icon
1575
Synovus
SNV
$7.3B
$82.4M 0.01%
1,678,618
-159,745
61 62
63
64 65