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
FLQL icon
2351
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.67B
$34.5M ﹤0.01%
503,878
-64,633
PENN icon
2352
PENN Entertainment
PENN
$1.9B
$34.4M ﹤0.01%
1,788,470
+199,895
ESTA icon
2353
Establishment Labs
ESTA
$2.09B
$34.4M ﹤0.01%
838,464
-6,387
DNP icon
2354
DNP Select Income Fund
DNP
$3.73B
$34.4M ﹤0.01%
3,433,015
+57,773
ACMR icon
2355
ACM Research
ACMR
$2.52B
$34.3M ﹤0.01%
876,966
+325,186
RWR icon
2356
State Street SPDR Dow Jones REIT ETF
RWR
$1.71B
$34.2M ﹤0.01%
341,310
-5,380
PNQI icon
2357
Invesco NASDAQ Internet ETF
PNQI
$762M
$34.2M ﹤0.01%
612,480
-7,834
ETHA
2358
iShares Ethereum Trust ETF
ETHA
$1.69B
$34.1M ﹤0.01%
1,082,745
+1,059,368
PRAX icon
2359
Praxis Precision Medicines
PRAX
$6.72B
$34.1M ﹤0.01%
643,495
-582,844
CRBG icon
2360
Corebridge Financial
CRBG
$16.2B
$34.1M ﹤0.01%
1,062,681
-4,355
NTSK
2361
Netskope Inc
NTSK
$8.15B
$34M ﹤0.01%
+1,495,646
UUP icon
2362
Invesco DB US Dollar Index Bullish Fund
UUP
$265M
$34M ﹤0.01%
1,234,836
+239,300
COMP icon
2363
Compass
COMP
$6.04B
$33.9M ﹤0.01%
4,222,782
-263,819
UFPI icon
2364
UFP Industries
UFPI
$5.38B
$33.9M ﹤0.01%
362,673
-48,457
RYLD icon
2365
Global X Russell 2000 Covered Call ETF
RYLD
$1.26B
$33.9M ﹤0.01%
2,251,004
-100,963
BOH icon
2366
Bank of Hawaii
BOH
$2.75B
$33.9M ﹤0.01%
515,828
+24,564
ARCB icon
2367
ArcBest
ARCB
$1.72B
$33.8M ﹤0.01%
484,040
+40,267
TRUP icon
2368
Trupanion
TRUP
$1.57B
$33.8M ﹤0.01%
781,019
-174,437
SCHR icon
2369
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.1B
$33.7M ﹤0.01%
1,342,854
+80,319
FRHC icon
2370
Freedom Holding
FRHC
$8.36B
$33.7M ﹤0.01%
195,887
+73,088
SPNT icon
2371
SiriusPoint
SPNT
$2.62B
$33.7M ﹤0.01%
1,863,589
+14,885
KRC icon
2372
Kilroy Realty
KRC
$4.79B
$33.7M ﹤0.01%
797,648
-283,904
ROBO icon
2373
ROBO Global Robotics & Automation Index ETF
ROBO
$1.29B
$33.7M ﹤0.01%
513,502
+26,119
CARG icon
2374
CarGurus
CARG
$3.67B
$33.6M ﹤0.01%
902,987
-190,128
PGY icon
2375
Pagaya Technologies
PGY
$1.73B
$33.6M ﹤0.01%
1,131,504
-603,491
93 94
95
96 97