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
BOH icon
2301
Bank of Hawaii
BOH
$2.43B
$33.2M ﹤0.01%
491,264
+39,326
RYTM icon
2302
Rhythm Pharmaceuticals
RYTM
$7.32B
$33.1M ﹤0.01%
524,480
+20,431
HTO
2303
H2O America
HTO
$1.77B
$33.1M ﹤0.01%
637,534
+90,838
LEU icon
2304
Centrus Energy
LEU
$6.92B
$33.1M ﹤0.01%
180,670
+27,540
GBCI icon
2305
Glacier Bancorp
GBCI
$5.71B
$33.1M ﹤0.01%
767,861
-1,536
SPBO icon
2306
SPDR Portfolio Corporate Bond ETF
SPBO
$1.71B
$33.1M ﹤0.01%
1,131,824
+531,816
DNP icon
2307
DNP Select Income Fund
DNP
$3.71B
$33M ﹤0.01%
3,375,242
-39,108
GRAL
2308
GRAIL Inc
GRAL
$2.81B
$32.8M ﹤0.01%
638,172
+258,641
ST icon
2309
Sensata Technologies
ST
$4.55B
$32.8M ﹤0.01%
1,089,787
-14,790
JGLO icon
2310
JPMorgan Global Select Equity ETF
JGLO
$7.38B
$32.8M ﹤0.01%
+509,923
EVIM icon
2311
Eaton Vance Intermediate Municipal Income ETF
EVIM
$111M
$32.8M ﹤0.01%
638,233
+227,144
KCE icon
2312
SPDR S&P Capital Markets ETF
KCE
$603M
$32.8M ﹤0.01%
225,991
-68,312
GPOR icon
2313
Gulfport Energy Corp
GPOR
$3.11B
$32.7M ﹤0.01%
162,780
+71,377
INVA icon
2314
Innoviva
INVA
$1.09B
$32.7M ﹤0.01%
1,629,205
+547,547
MPW icon
2315
Medical Properties Trust
MPW
$3.09B
$32.7M ﹤0.01%
7,588,521
-1,045,542
IGHG icon
2316
ProShares Investment Grade-Interest Rate Hedged
IGHG
$265M
$32.7M ﹤0.01%
416,895
-41,330
SBS icon
2317
Sabesp
SBS
$16.3B
$32.7M ﹤0.01%
1,486,129
-853,845
DLY
2318
DoubleLine Yield Opportunities Fund
DLY
$709M
$32.6M ﹤0.01%
2,093,650
+32,475
KOF icon
2319
Coca-Cola Femsa
KOF
$18B
$32.6M ﹤0.01%
337,168
+35,131
CIVI icon
2320
Civitas Resources
CIVI
$2.56B
$32.6M ﹤0.01%
1,184,324
+35,620
BATRK icon
2321
Atlanta Braves Holdings Series B
BATRK
$2.46B
$32.6M ﹤0.01%
696,811
+290,947
ITM icon
2322
VanEck Intermediate Muni ETF
ITM
$2B
$32.6M ﹤0.01%
716,287
+33,980
WOR icon
2323
Worthington Enterprises
WOR
$2.81B
$32.6M ﹤0.01%
511,564
+108,266
EQL icon
2324
ALPS Equal Sector Weight ETF
EQL
$561M
$32.5M ﹤0.01%
742,042
+70,660
UHAL.B icon
2325
U-Haul Holding Co Series N
UHAL.B
$9.4B
$32.4M ﹤0.01%
596,714
+53,262
91 92
93
94 95