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
SIL icon
1776
Global X Silver Miners ETF NEW
SIL
$3.7B
$58.8M ﹤0.01%
1,221,760
+214,611
SPHR icon
1777
Sphere Entertainment
SPHR
$2.25B
$58.7M ﹤0.01%
1,404,567
+30,118
HQH
1778
abrdn Healthcare Investors
HQH
$1.02B
$58.7M ﹤0.01%
3,786,392
+409,300
SWTX
1779
DELISTED
SpringWorks Therapeutics
SWTX
$58.6M ﹤0.01%
1,247,783
+352,208
OSCR icon
1780
Oscar Health
OSCR
$5.35B
$58.6M ﹤0.01%
2,734,527
+1,719,212
MDYV icon
1781
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.44B
$58.6M ﹤0.01%
737,563
+13,065
PPC icon
1782
Pilgrim's Pride
PPC
$9.04B
$58.5M ﹤0.01%
1,301,333
+371,372
GLOB icon
1783
Globant
GLOB
$2.63B
$58.5M ﹤0.01%
643,846
+140,369
BTZ icon
1784
BlackRock Credit Allocation Income Trust
BTZ
$1.03B
$58.4M ﹤0.01%
5,348,264
+56,858
DXC icon
1785
DXC Technology
DXC
$2.38B
$58.4M ﹤0.01%
3,818,461
-357,980
UMBF icon
1786
UMB Financial
UMBF
$8.99B
$58.2M ﹤0.01%
553,808
+59,009
CFA icon
1787
VictoryShares US 500 Volatility Wtd ETF
CFA
$533M
$58.2M ﹤0.01%
661,840
-33,384
BSTZ icon
1788
BlackRock Science and Technology Term Trust
BSTZ
$1.54B
$58.2M ﹤0.01%
2,802,871
-121,775
SYM icon
1789
Symbotic
SYM
$8.2B
$58.1M ﹤0.01%
1,495,655
-21,681
BBIO icon
1790
BridgeBio Pharma
BBIO
$10.8B
$58M ﹤0.01%
1,342,378
-156,241
PHG icon
1791
Philips
PHG
$25.8B
$58M ﹤0.01%
2,417,141
+91,120
SAIC icon
1792
Saic
SAIC
$4.48B
$57.8M ﹤0.01%
513,527
-28,238
GEL icon
1793
Genesis Energy
GEL
$1.88B
$57.8M ﹤0.01%
3,355,362
+977,362
CORP icon
1794
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.35B
$57.8M ﹤0.01%
593,470
+36,714
BCAT icon
1795
BlackRock Capital Allocation Term Trust
BCAT
$1.56B
$57.7M ﹤0.01%
3,811,934
-368,877
KORP icon
1796
American Century Diversified Corporate Bond ETF
KORP
$597M
$57.7M ﹤0.01%
1,226,055
+36,396
IBDV icon
1797
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$57.4M ﹤0.01%
2,610,653
+232,670
JQC icon
1798
Nuveen Credit Strategies Income Fund
JQC
$769M
$57.4M ﹤0.01%
10,640,087
+848,272
CSM icon
1799
ProShares Large Cap Core Plus
CSM
$477M
$57.2M ﹤0.01%
811,143
-7,669
VRIG icon
1800
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$57.1M ﹤0.01%
2,280,690
-731,425
70 71
72
73 74