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
NAMS icon
2151
NewAmsterdam Pharma
NAMS
$4.01B
$42.6M ﹤0.01%
1,497,479
+859,772
CWH icon
2152
Camping World
CWH
$650M
$42.6M ﹤0.01%
2,695,614
+1,389,528
EES icon
2153
WisdomTree US SmallCap Earnings Fund
EES
$644M
$42.5M ﹤0.01%
761,366
+34,896
ARMN
2154
Aris Mining
ARMN
$3.19B
$42.4M ﹤0.01%
4,329,867
+821,402
LCII icon
2155
LCI Industries
LCII
$2.95B
$42.4M ﹤0.01%
455,253
+17,726
TNK icon
2156
Teekay Tankers
TNK
$1.87B
$42.4M ﹤0.01%
838,303
+102,606
DSU icon
2157
BlackRock Debt Strategies Fund
DSU
$629M
$42.3M ﹤0.01%
3,986,113
+140,541
BXMT icon
2158
Blackstone Mortgage Trust
BXMT
$3.43B
$42.3M ﹤0.01%
2,298,472
-415,552
LDP icon
2159
Cohen & Steers Duration Preferred & Income Fund
LDP
$620M
$42.2M ﹤0.01%
1,945,441
-22,710
IYK icon
2160
iShares US Consumer Staples ETF
IYK
$1.2B
$42.1M ﹤0.01%
615,089
-33,856
QUS icon
2161
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.54B
$42.1M ﹤0.01%
245,693
-8,317
CENX icon
2162
Century Aluminum
CENX
$2.93B
$42.1M ﹤0.01%
1,432,363
+584,394
PSK icon
2163
State Street SPDR ICE Preferred Securities ETF
PSK
$782M
$42M ﹤0.01%
1,270,796
+101,975
TWST icon
2164
Twist Bioscience
TWST
$1.89B
$42M ﹤0.01%
1,492,106
+291,660
TS icon
2165
Tenaris
TS
$20.7B
$41.9M ﹤0.01%
1,171,617
+52,861
CHEF icon
2166
Chefs' Warehouse
CHEF
$2.54B
$41.9M ﹤0.01%
717,862
-35,763
MATX icon
2167
Matsons
MATX
$3.72B
$41.9M ﹤0.01%
424,583
-56,212
PSO icon
2168
Pearson
PSO
$8.86B
$41.9M ﹤0.01%
2,955,685
-83,075
ICL icon
2169
ICL Group
ICL
$6.54B
$41.8M ﹤0.01%
6,719,773
+451,204
REZ icon
2170
iShares Residential and Multisector Real Estate ETF
REZ
$793M
$41.8M ﹤0.01%
491,850
-37,217
ENR icon
2171
Energizer
ENR
$1.39B
$41.8M ﹤0.01%
1,678,267
+331,922
FORM icon
2172
FormFactor
FORM
$4.36B
$41.7M ﹤0.01%
1,144,416
+73,708
AIN icon
2173
Albany International
AIN
$1.5B
$41.7M ﹤0.01%
781,836
-382,644
PATK icon
2174
Patrick Industries
PATK
$3.83B
$41.7M ﹤0.01%
402,688
-10,264
AMKR icon
2175
Amkor Technology
AMKR
$10.9B
$41.6M ﹤0.01%
1,466,387
+160,391
85 86
87
88 89