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
TPC
2251
Tutor Perini Cor
TPC
$3.64B
$38.1M ﹤0.01%
581,404
-73,399
BKH icon
2252
Black Hills Corp
BKH
$5.44B
$38.1M ﹤0.01%
618,653
-18,543
CWK icon
2253
Cushman & Wakefield Ltd.
CWK
$3.59B
$38.1M ﹤0.01%
2,390,881
+69,059
ENS icon
2254
EnerSys
ENS
$5.5B
$38M ﹤0.01%
336,625
-40,587
ECAT icon
2255
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.57B
$38M ﹤0.01%
2,318,489
-141,556
GGAL icon
2256
Galicia Financial Group
GGAL
$7.95B
$38M ﹤0.01%
1,377,025
+125,328
AGX icon
2257
Argan
AGX
$4.45B
$37.9M ﹤0.01%
140,499
-16,271
SMCX
2258
Defiance Daily Target 2X Long SMCI ETF
SMCX
$192M
$37.9M ﹤0.01%
975,000
+500,000
PECO icon
2259
Phillips Edison & Co
PECO
$4.44B
$37.9M ﹤0.01%
1,103,214
-119,363
APPN icon
2260
Appian
APPN
$2.72B
$37.9M ﹤0.01%
1,238,551
+601,627
INSW icon
2261
International Seaways
INSW
$2.38B
$37.8M ﹤0.01%
820,518
-28,092
UNFI icon
2262
United Natural Foods
UNFI
$1.99B
$37.8M ﹤0.01%
1,004,182
-264,010
MZTI
2263
The Marzetti Company
MZTI
$4.7B
$37.7M ﹤0.01%
218,302
-66,869
CRVL icon
2264
CorVel
CRVL
$3.64B
$37.7M ﹤0.01%
486,668
+79,194
BILI icon
2265
Bilibili
BILI
$9.93B
$37.6M ﹤0.01%
1,339,528
-2,934,485
SPBO icon
2266
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.78B
$37.6M ﹤0.01%
1,268,997
+137,173
SRPT icon
2267
Sarepta Therapeutics
SRPT
$2.34B
$37.5M ﹤0.01%
1,948,359
+461,433
STAG icon
2268
STAG Industrial
STAG
$7.01B
$37.5M ﹤0.01%
1,062,809
-175,054
PTY icon
2269
PIMCO Corporate & Income Opportunity Fund
PTY
$2.47B
$37.5M ﹤0.01%
2,594,146
+25,445
CSTM icon
2270
Constellium
CSTM
$2.57B
$37.4M ﹤0.01%
2,511,602
+910,385
ICVT icon
2271
iShares Convertible Bond ETF
ICVT
$3.67B
$37.4M ﹤0.01%
373,342
+27,127
OUT icon
2272
Outfront Media
OUT
$4.02B
$37.3M ﹤0.01%
2,034,996
+160,011
SKOR icon
2273
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$631M
$37.2M ﹤0.01%
755,197
+111,737
VEON icon
2274
VEON
VEON
$3.69B
$37.2M ﹤0.01%
683,197
+35,573
EUSA icon
2275
iShares MSCI USA Equal Weighted ETF
EUSA
$1.42B
$37.1M ﹤0.01%
360,783
+35,868
89 90
91
92 93