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
FORM icon
2201
FormFactor
FORM
$3.24B
$36.8M ﹤0.01%
1,070,708
+174,907
CPK icon
2202
Chesapeake Utilities
CPK
$3.14B
$36.8M ﹤0.01%
306,310
+26,218
LTH icon
2203
Life Time Group Holdings
LTH
$5.65B
$36.8M ﹤0.01%
1,213,498
-13,299
YPF icon
2204
YPF
YPF
$10.2B
$36.8M ﹤0.01%
1,169,726
-225,534
FLQM icon
2205
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.7B
$36.7M ﹤0.01%
676,549
+277,264
PAYO icon
2206
Payoneer
PAYO
$2.09B
$36.7M ﹤0.01%
5,360,040
-220,367
NPFD icon
2207
Nuveen Variable Rate Preferred & Income Fund
NPFD
$480M
$36.7M ﹤0.01%
1,903,601
+132,388
ARKQ icon
2208
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.56B
$36.7M ﹤0.01%
411,262
+96,563
FL
2209
DELISTED
Foot Locker
FL
$36.7M ﹤0.01%
1,496,469
-260,299
JOYY
2210
JOYY Inc
JOYY
$2.93B
$36.7M ﹤0.01%
719,943
-16,508
QQXT icon
2211
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.09B
$36.6M ﹤0.01%
370,638
+232,779
CARG icon
2212
CarGurus
CARG
$3.47B
$36.6M ﹤0.01%
1,093,115
+229,250
WFRD icon
2213
Weatherford International
WFRD
$4.47B
$36.5M ﹤0.01%
724,817
-21,795
FCG icon
2214
First Trust Natural Gas ETF
FCG
$311M
$36.4M ﹤0.01%
1,575,349
+750,218
FIBK icon
2215
First Interstate BancSystem
FIBK
$3.14B
$36.4M ﹤0.01%
1,262,288
+619,688
ARRY icon
2216
Array Technologies
ARRY
$1.34B
$36.3M ﹤0.01%
6,148,816
-977,361
SON icon
2217
Sonoco
SON
$3.95B
$36.3M ﹤0.01%
832,580
-277,062
FEMB icon
2218
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$251M
$36.3M ﹤0.01%
1,255,522
+671,899
ESTA icon
2219
Establishment Labs
ESTA
$1.37B
$36.1M ﹤0.01%
844,851
+171,670
WULF icon
2220
TeraWulf
WULF
$5.71B
$36.1M ﹤0.01%
8,235,104
+3,133,787
DWX icon
2221
SPDR S&P International Dividend ETF
DWX
$488M
$36M ﹤0.01%
852,932
-36,896
FLQL icon
2222
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.77B
$35.9M ﹤0.01%
568,511
-7,674
WNS icon
2223
WNS Holdings
WNS
$35.9M ﹤0.01%
567,501
+50,649
ABM icon
2224
ABM Industries
ABM
$2.76B
$35.9M ﹤0.01%
760,082
-75,643
CERT icon
2225
Certara
CERT
$1.92B
$35.8M ﹤0.01%
3,061,616
+485,656
87 88
89
90 91