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
ZTO icon
1676
ZTO Express
ZTO
$14.8B
$64.8M ﹤0.01%
3,651,379
-3,581,618
MMIN icon
1677
IQ MacKay Municipal Insured ETF
MMIN
$342M
$64.8M ﹤0.01%
2,779,556
+525,557
BLW icon
1678
BlackRock Limited Duration Income Trust
BLW
$541M
$64.7M ﹤0.01%
4,565,087
+56,206
WIW
1679
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$548M
$64.7M ﹤0.01%
7,384,863
+31,241
AROC icon
1680
Archrock
AROC
$4.25B
$64.7M ﹤0.01%
2,603,818
+214,869
RDN icon
1681
Radian Group
RDN
$4.6B
$64.6M ﹤0.01%
1,793,714
+41,195
JFR icon
1682
Nuveen Floating Rate Income Fund
JFR
$1.29B
$64.6M ﹤0.01%
7,622,877
+47,432
PCTY icon
1683
Paylocity
PCTY
$8.34B
$64.6M ﹤0.01%
356,261
+143,717
RCI icon
1684
Rogers Communications
RCI
$19.9B
$64.5M ﹤0.01%
2,175,533
+722,159
TKC icon
1685
Turkcell
TKC
$4.83B
$64.3M ﹤0.01%
10,634,501
+116,065
SPT icon
1686
Sprout Social
SPT
$652M
$64.3M ﹤0.01%
3,074,074
+877,879
SCHE icon
1687
Schwab Emerging Markets Equity ETF
SCHE
$11.2B
$64.3M ﹤0.01%
2,132,115
+128,274
QBTS icon
1688
D-Wave Quantum
QBTS
$14.7B
$64.2M ﹤0.01%
4,386,368
+2,650,737
POR icon
1689
Portland General Electric
POR
$4.76B
$64.2M ﹤0.01%
1,580,239
+33,232
PID icon
1690
Invesco International Dividend Achievers ETF
PID
$864M
$64.2M ﹤0.01%
3,131,687
-339,823
SMG icon
1691
ScottsMiracle-Gro
SMG
$3.25B
$64.1M ﹤0.01%
971,234
+328,171
CRK icon
1692
Comstock Resources
CRK
$5.63B
$63.9M ﹤0.01%
2,309,630
-187,718
HG icon
1693
Hamilton Insurance Group
HG
$2.45B
$63.9M ﹤0.01%
2,955,142
-138,497
PVH icon
1694
PVH
PVH
$4B
$63.8M ﹤0.01%
930,361
+183,736
EDV icon
1695
Vanguard World Funds Extended Duration ETF
EDV
$4B
$63.6M ﹤0.01%
945,635
+50,516
SLYG icon
1696
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.58B
$63.6M ﹤0.01%
716,965
-12,941
HEDJ icon
1697
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$63.5M ﹤0.01%
1,319,460
+25,189
RQI icon
1698
Cohen & Steers Quality Income Realty Fund
RQI
$1.63B
$63.5M ﹤0.01%
5,098,148
+190,267
UPWK icon
1699
Upwork
UPWK
$2.25B
$63.4M ﹤0.01%
4,714,489
+1,623,488
WSC icon
1700
WillScot Mobile Mini Holdings
WSC
$4.02B
$63.3M ﹤0.01%
2,311,505
-257,899
66 67
68
69 70