Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANAB icon
2051
AnaptysBio
ANAB
$1.24B
$47.7M ﹤0.01%
1,556,258
-313,582
BGC icon
2052
BGC Group
BGC
$4.21B
$47.6M ﹤0.01%
5,036,850
-442,719
PRMB
2053
Primo Brands
PRMB
$6.01B
$47.6M ﹤0.01%
2,152,750
+81,344
FAD icon
2054
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$368M
$47.6M ﹤0.01%
296,332
+93,900
JPME icon
2055
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$385M
$47.6M ﹤0.01%
438,632
+8,687
QLTA icon
2056
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.72B
$47.5M ﹤0.01%
980,345
+20,728
NVDL icon
2057
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.96B
$47.5M ﹤0.01%
507,401
+453,168
EMGF icon
2058
iShares Emerging Markets Equity Factor ETF
EMGF
$1.28B
$47.4M ﹤0.01%
837,788
-9,472
PINC
2059
DELISTED
Premier
PINC
$47.4M ﹤0.01%
1,704,666
-340,066
RAL
2060
Ralliant Corp
RAL
$5.75B
$47.3M ﹤0.01%
1,082,369
-2,472
SKT icon
2061
Tanger
SKT
$3.87B
$47.3M ﹤0.01%
1,398,011
-103,722
MQY icon
2062
BlackRock MuniYield Quality Fund
MQY
$815M
$47.3M ﹤0.01%
4,060,287
+261,736
UBSI icon
2063
United Bankshares
UBSI
$5.46B
$47.1M ﹤0.01%
1,265,745
+102,430
RYTM icon
2064
Rhythm Pharmaceuticals
RYTM
$7.58B
$47M ﹤0.01%
465,190
-59,290
COKE icon
2065
Coca-Cola Consolidated
COKE
$11B
$46.9M ﹤0.01%
400,136
-6,670
KLIC icon
2066
Kulicke & Soffa
KLIC
$2.52B
$46.9M ﹤0.01%
1,152,803
-161,432
NULG icon
2067
Nuveen ESG Large-Cap Growth ETF
NULG
$1.91B
$46.8M ﹤0.01%
470,670
+24,272
CADE icon
2068
Cadence Bank
CADE
$8.16B
$46.6M ﹤0.01%
1,241,872
-185,564
ACWV icon
2069
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.35B
$46.6M ﹤0.01%
388,748
-4,149
ALKS icon
2070
Alkermes
ALKS
$4.71B
$46.5M ﹤0.01%
1,551,499
-250,553
OGN icon
2071
Organon & Co
OGN
$1.86B
$46.5M ﹤0.01%
4,357,916
-1,388,310
CAI
2072
Caris Life Sciences
CAI
$7.55B
$46.4M ﹤0.01%
1,534,423
+729,183
PK icon
2073
Park Hotels & Resorts
PK
$2.17B
$46.4M ﹤0.01%
4,186,729
-292,215
CRBN icon
2074
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$996M
$46.4M ﹤0.01%
204,417
+2,485
MTRN icon
2075
Materion
MTRN
$2.65B
$46.3M ﹤0.01%
382,869
+168,484
81 82
83
84 85