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
BOX icon
1651
Box
BOX
$4.71B
$66.5M ﹤0.01%
1,946,008
-306,463
AZZ icon
1652
AZZ Inc
AZZ
$3.04B
$66.4M ﹤0.01%
703,169
+281,349
AL icon
1653
Air Lease Corp
AL
$7.11B
$66.4M ﹤0.01%
1,135,015
+117,791
AYI icon
1654
Acuity Brands
AYI
$11.2B
$66.4M ﹤0.01%
222,469
-22,364
PTA icon
1655
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.11B
$66.3M ﹤0.01%
3,349,513
+239,459
FTEC icon
1656
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$66.3M ﹤0.01%
336,084
+7,103
HBM icon
1657
Hudbay
HBM
$6.82B
$66.2M ﹤0.01%
6,243,833
+1,055,836
RDWR icon
1658
Radware
RDWR
$1.1B
$66.2M ﹤0.01%
2,249,568
-435,758
HYS icon
1659
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
$65.9M ﹤0.01%
693,838
+26,907
RGEN icon
1660
Repligen
RGEN
$8.39B
$65.8M ﹤0.01%
529,119
-55,232
MUST icon
1661
Columbia Multi-Sector Municipal Income ETF
MUST
$484M
$65.6M ﹤0.01%
3,259,079
+944,449
ZWS icon
1662
Zurn Elkay Water Solutions
ZWS
$7.76B
$65.6M ﹤0.01%
1,792,701
-54,240
DWLD icon
1663
Davis Select Worldwide ETF
DWLD
$461M
$65.4M ﹤0.01%
1,578,022
+11,248
CTRE icon
1664
CareTrust REIT
CTRE
$7.36B
$65.4M ﹤0.01%
2,137,023
-674,688
AVT icon
1665
Avnet
AVT
$4.18B
$65.3M ﹤0.01%
1,230,567
+2,915
OLLI icon
1666
Ollie's Bargain Outlet
OLLI
$8.09B
$65.3M ﹤0.01%
495,200
-23,112
DWM icon
1667
WisdomTree International Equity Fund
DWM
$597M
$65.2M ﹤0.01%
1,025,785
-19,865
SIRI icon
1668
SiriusXM
SIRI
$7.27B
$65.2M ﹤0.01%
2,838,074
-143,051
AU icon
1669
AngloGold Ashanti
AU
$37.8B
$65.1M ﹤0.01%
1,429,050
+134,206
SLAB icon
1670
Silicon Laboratories
SLAB
$4.26B
$65.1M ﹤0.01%
441,565
-152,161
GMS
1671
DELISTED
GMS Inc
GMS
$65M ﹤0.01%
597,945
+176,823
ONC
1672
BeOne Medicines Ltd
ONC
$35.2B
$65M ﹤0.01%
268,474
-143,455
GT icon
1673
Goodyear
GT
$1.93B
$64.9M ﹤0.01%
6,255,093
+879,667
SSRM icon
1674
SSR Mining
SSRM
$4.85B
$64.8M ﹤0.01%
5,089,570
-321,455
MTG icon
1675
MGIC Investment
MTG
$6.33B
$64.8M ﹤0.01%
2,328,954
-45,883
65 66
67
68 69