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
RDY icon
1576
Dr. Reddy's Laboratories
RDY
$11.7B
$73M ﹤0.01%
4,854,849
-3,881,447
PR icon
1577
Permian Resources
PR
$9.18B
$73M ﹤0.01%
5,357,333
+1,070,072
SIG icon
1578
Signet Jewelers
SIG
$4.03B
$72.9M ﹤0.01%
916,747
+198,986
CCCS icon
1579
CCC Intelligent Solutions
CCCS
$5.99B
$72.5M ﹤0.01%
7,708,040
-203,056
BEP icon
1580
Brookfield Renewable
BEP
$7.65B
$72.5M ﹤0.01%
2,841,419
+275,849
OKLO
1581
Oklo
OKLO
$24.5B
$72.4M ﹤0.01%
1,292,403
-671,215
ATAT icon
1582
Atour Lifestyle Holdings
ATAT
$4.79B
$72.2M ﹤0.01%
2,220,908
-1,899,345
TBLL icon
1583
Invesco Short Term Treasury ETF
TBLL
$2.22B
$72.2M ﹤0.01%
684,077
+219,167
AORT icon
1584
Artivion
AORT
$1.92B
$72.1M ﹤0.01%
2,318,660
+58,222
WDI
1585
Western Asset Diversified Income Fund
WDI
$771M
$72.1M ﹤0.01%
4,857,820
-362,556
MGY icon
1586
Magnolia Oil & Gas
MGY
$4.25B
$72.1M ﹤0.01%
3,206,291
+230,656
BLD icon
1587
TopBuild
BLD
$11.7B
$72M ﹤0.01%
222,447
+48,859
FIVE icon
1588
Five Below
FIVE
$8.13B
$71.9M ﹤0.01%
548,237
-322,613
PLXS icon
1589
Plexus
PLXS
$3.66B
$71.9M ﹤0.01%
531,444
+64,013
OGS icon
1590
ONE Gas
OGS
$4.78B
$71.9M ﹤0.01%
1,000,364
+97,288
BL icon
1591
BlackLine
BL
$3.08B
$71.8M ﹤0.01%
1,268,634
+57,209
PUK icon
1592
Prudential
PUK
$34.4B
$71.8M ﹤0.01%
2,869,514
-913,289
IQDG icon
1593
WisdomTree International Quality Dividend Growth Fund
IQDG
$732M
$71.8M ﹤0.01%
1,810,514
-1,359,750
GUNR icon
1594
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.17B
$71.7M ﹤0.01%
1,788,019
+99,783
INOD icon
1595
Innodata
INOD
$2.39B
$71.7M ﹤0.01%
1,399,673
+106,986
ANGL icon
1596
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$71.4M ﹤0.01%
2,440,029
-200,906
RRX icon
1597
Regal Rexnord
RRX
$8.98B
$71.4M ﹤0.01%
492,739
-66,191
PHEQ
1598
Parametric Hedged Equity ETF
PHEQ
$106M
$71.4M ﹤0.01%
2,328,972
-27,324
YOU icon
1599
Clear Secure
YOU
$2.89B
$71.4M ﹤0.01%
2,571,250
+1,163,037
HURN icon
1600
Huron Consulting
HURN
$2.53B
$71.3M ﹤0.01%
518,469
-36,637
62 63
64
65 66