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
HCI icon
2376
HCI Group
HCI
$2.46B
$31M ﹤0.01%
203,406
+22,047
INSW icon
2377
International Seaways
INSW
$2.28B
$31M ﹤0.01%
848,610
+176,543
EOS
2378
Eaton Vance Enhance Equity Income Fund II
EOS
$1.25B
$30.9M ﹤0.01%
1,276,359
+26,176
TRTX
2379
TPG RE Finance Trust
TRTX
$674M
$30.9M ﹤0.01%
4,001,615
+460
LXP icon
2380
LXP Industrial Trust
LXP
$2.8B
$30.8M ﹤0.01%
3,731,527
-195,417
CORZ icon
2381
Core Scientific
CORZ
$5.84B
$30.8M ﹤0.01%
1,804,469
-631,414
XNTK icon
2382
SPDR NYSE Technology ETF
XNTK
$1.45B
$30.8M ﹤0.01%
129,705
-21,264
GLXY
2383
Galaxy Digital Inc
GLXY
$6.51B
$30.8M ﹤0.01%
+1,405,224
PPLT icon
2384
abrdn Physical Platinum Shares ETF
PPLT
$1.9B
$30.8M ﹤0.01%
250,410
+37,617
NBB icon
2385
Nuveen Taxable Municipal Income Fund
NBB
$473M
$30.8M ﹤0.01%
1,944,464
+106,167
YETI icon
2386
Yeti Holdings
YETI
$2.74B
$30.8M ﹤0.01%
975,886
+149,014
PAGS icon
2387
PagSeguro Digital
PAGS
$2.56B
$30.8M ﹤0.01%
3,190,118
+24,630
BBEM icon
2388
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$787M
$30.7M ﹤0.01%
528,254
+52,290
TNK icon
2389
Teekay Tankers
TNK
$1.86B
$30.7M ﹤0.01%
735,697
+455,546
TPC
2390
Tutor Perini Cor
TPC
$3.39B
$30.6M ﹤0.01%
654,803
+191,461
AVNT icon
2391
Avient
AVNT
$2.87B
$30.6M ﹤0.01%
947,921
+242,696
HMY icon
2392
Harmony Gold Mining
HMY
$12.5B
$30.6M ﹤0.01%
2,190,676
+1,062,365
OUT icon
2393
Outfront Media
OUT
$2.97B
$30.6M ﹤0.01%
1,874,985
-1,556,326
TCBI icon
2394
Texas Capital Bancshares
TCBI
$3.61B
$30.6M ﹤0.01%
385,264
+73,327
NWN icon
2395
Northwest Natural Holdings
NWN
$1.88B
$30.6M ﹤0.01%
769,352
-31,696
IDYA icon
2396
IDEAYA Biosciences
IDYA
$2.56B
$30.5M ﹤0.01%
1,453,377
-233,211
EDOW icon
2397
First Trust Dow 30 Equal Weight ETF
EDOW
$225M
$30.5M ﹤0.01%
794,680
+6,555
WD icon
2398
Walker & Dunlop
WD
$2.77B
$30.5M ﹤0.01%
432,045
-5,555
BDJ icon
2399
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.58B
$30.4M ﹤0.01%
3,418,226
-46,437
URNM icon
2400
Sprott Uranium Miners ETF
URNM
$1.95B
$30.4M ﹤0.01%
633,769
-1,429,631
94 95
96
97 98