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
GLTR icon
1626
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.98B
$69.4M ﹤0.01%
502,315
+200,277
SNEX icon
1627
StoneX
SNEX
$5.12B
$69.3M ﹤0.01%
760,051
+117,462
OUSM icon
1628
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$988M
$69.3M ﹤0.01%
1,602,812
+34,998
ADUS icon
1629
Addus HomeCare
ADUS
$2.08B
$69.2M ﹤0.01%
601,115
+12,494
CPRX icon
1630
Catalyst Pharmaceutical
CPRX
$2.47B
$69.1M ﹤0.01%
3,183,523
+788,968
HAYW icon
1631
Hayward Holdings
HAYW
$3.33B
$69.1M ﹤0.01%
5,005,243
+717,870
DDWM icon
1632
WisdomTree Dynamic International Equity Fund
DDWM
$818M
$69M ﹤0.01%
1,740,805
+1,556,444
DBMF icon
1633
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.51B
$69M ﹤0.01%
2,680,823
+320,632
MARA icon
1634
Marathon Digital Holdings
MARA
$8.16B
$68.9M ﹤0.01%
4,391,552
-2,796,678
TDS icon
1635
Telephone and Data Systems
TDS
$4.45B
$68.8M ﹤0.01%
1,934,288
-42,459
ESNT icon
1636
Essent Group
ESNT
$5.93B
$68.7M ﹤0.01%
1,131,998
+182,154
SGOL icon
1637
abrdn Physical Gold Shares ETF
SGOL
$6.72B
$68.7M ﹤0.01%
2,177,560
-295,444
MEGI
1638
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$765M
$68.6M ﹤0.01%
4,830,879
+374,586
ECG
1639
Everus Construction Group
ECG
$4.52B
$68.4M ﹤0.01%
1,076,624
+304,244
AGNC icon
1640
AGNC Investment
AGNC
$10.5B
$68M ﹤0.01%
7,403,239
+222,017
ALRM icon
1641
Alarm.com
ALRM
$2.48B
$67.9M ﹤0.01%
1,201,034
+192,472
ATGE icon
1642
Adtalem Global Education
ATGE
$5.42B
$67.8M ﹤0.01%
533,173
-11,963
FMS icon
1643
Fresenius Medical Care
FMS
$16.1B
$67.7M ﹤0.01%
2,369,089
+1,318,405
RHP icon
1644
Ryman Hospitality Properties
RHP
$5.61B
$67.6M ﹤0.01%
685,286
-370,679
ABEV icon
1645
Ambev
ABEV
$33.8B
$67.5M ﹤0.01%
28,022,484
+6,916,090
IYY icon
1646
iShares Dow Jones US ETF
IYY
$2.66B
$67.5M ﹤0.01%
447,309
-6,250
STN icon
1647
Stantec
STN
$12.9B
$67.4M ﹤0.01%
620,585
-126,437
AAP icon
1648
Advance Auto Parts
AAP
$3.25B
$67.4M ﹤0.01%
1,449,984
+360,836
MSM icon
1649
MSC Industrial Direct
MSM
$4.83B
$67.1M ﹤0.01%
789,600
-99,349
FLIN icon
1650
Franklin FTSE India ETF
FLIN
$2.46B
$66.7M ﹤0.01%
1,675,368
+436,471
64 65
66
67 68