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
ALE icon
2326
Allete
ALE
$3.91B
$32.4M ﹤0.01%
506,335
-31,558
FNY icon
2327
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$446M
$32.4M ﹤0.01%
393,375
+42,704
IXC icon
2328
iShares Global Energy ETF
IXC
$1.82B
$32.4M ﹤0.01%
825,170
+73,633
CNR
2329
Core Natural Resources Inc
CNR
$4.62B
$32.4M ﹤0.01%
464,738
+78,917
LEG icon
2330
Leggett & Platt
LEG
$1.2B
$32.4M ﹤0.01%
3,633,467
+395,943
PNQI icon
2331
Invesco NASDAQ Internet ETF
PNQI
$794M
$32.4M ﹤0.01%
620,314
+27,640
ENS icon
2332
EnerSys
ENS
$4.54B
$32.4M ﹤0.01%
377,212
+29,090
KBR icon
2333
KBR
KBR
$5.59B
$32.3M ﹤0.01%
673,734
+19,644
NUVL icon
2334
Nuvalent
NUVL
$6.67B
$32.3M ﹤0.01%
422,722
+74,642
NVG icon
2335
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
$32.3M ﹤0.01%
2,703,366
+168,263
GRND icon
2336
Grindr
GRND
$2.49B
$32.2M ﹤0.01%
1,420,443
+573,131
FLCB icon
2337
Franklin US Core Bond ETF
FLCB
$2.74B
$32.2M ﹤0.01%
1,497,653
+435,257
KRYS icon
2338
Krystal Biotech
KRYS
$5.51B
$32.2M ﹤0.01%
234,421
-63,784
EUSA icon
2339
iShares MSCI USA Equal Weighted ETF
EUSA
$1.51B
$32.2M ﹤0.01%
324,915
+84,250
UFPT icon
2340
UFP Technologies
UFPT
$1.51B
$32.2M ﹤0.01%
131,872
-7,053
WAY
2341
Waystar Holding Corp
WAY
$7.06B
$32.1M ﹤0.01%
786,149
+201,470
HOMB icon
2342
Home BancShares
HOMB
$5.35B
$32.1M ﹤0.01%
1,127,054
+44,877
BTG icon
2343
B2Gold
BTG
$7.34B
$32.1M ﹤0.01%
8,881,280
+2,313,214
SRRK icon
2344
Scholar Rock
SRRK
$2.69B
$32M ﹤0.01%
904,387
+50,950
SPMB icon
2345
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.45B
$32M ﹤0.01%
1,448,029
+15,057
EYE icon
2346
National Vision
EYE
$2.04B
$32M ﹤0.01%
1,389,914
+231,887
YELP icon
2347
Yelp
YELP
$2.05B
$31.9M ﹤0.01%
930,344
+121,404
CON
2348
Concentra Group Holdings
CON
$2.55B
$31.9M ﹤0.01%
1,549,794
+82,555
GSBD icon
2349
Goldman Sachs BDC
GSBD
$1.11B
$31.8M ﹤0.01%
2,830,664
-339,621
MIR icon
2350
Mirion Technologies
MIR
$5.57B
$31.8M ﹤0.01%
1,474,710
+252,633
92 93
94
95 96