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
SBH icon
2376
Sally Beauty Holdings
SBH
$1.47B
$33.6M ﹤0.01%
2,062,067
+980,175
WBTN
2377
WEBTOON Entertainment Inc
WBTN
$1.64B
$33.6M ﹤0.01%
1,729,329
+16,979
IYM icon
2378
iShares US Basic Materials ETF
IYM
$588M
$33.5M ﹤0.01%
226,268
-12,376
JEMA icon
2379
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.27B
$33.5M ﹤0.01%
704,998
-680,544
NEOG icon
2380
Neogen
NEOG
$1.49B
$33.5M ﹤0.01%
5,868,904
-347,937
DNL icon
2381
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$481M
$33.5M ﹤0.01%
826,841
-5,281
IVLU icon
2382
iShares MSCI Intl Value Factor ETF
IVLU
$3.08B
$33.4M ﹤0.01%
942,680
+164,257
LCID icon
2383
Lucid Motors
LCID
$3.83B
$33.4M ﹤0.01%
1,405,862
+557,195
INSP icon
2384
Inspire Medical Systems
INSP
$3.47B
$33.4M ﹤0.01%
450,641
+147,769
VIOV icon
2385
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.51B
$33.4M ﹤0.01%
351,080
+574
LGND icon
2386
Ligand Pharmaceuticals
LGND
$3.8B
$33.4M ﹤0.01%
188,701
-13,708
HHH icon
2387
Howard Hughes
HHH
$5.04B
$33.4M ﹤0.01%
406,171
+47,066
MPW icon
2388
Medical Properties Trust
MPW
$3.03B
$33.4M ﹤0.01%
6,579,735
-1,008,786
LBTYA icon
2389
Liberty Global Class A
LBTYA
$3.78B
$33.4M ﹤0.01%
2,910,551
-429,705
NMRK icon
2390
Newmark Group
NMRK
$3.08B
$33.3M ﹤0.01%
1,788,110
+185,667
GHC icon
2391
Graham Holdings Company
GHC
$4.86B
$33.3M ﹤0.01%
28,287
-2,015
TRN icon
2392
Trinity Industries
TRN
$2.27B
$33.2M ﹤0.01%
1,184,082
+70,629
PLMR icon
2393
Palomar
PLMR
$3.33B
$33.1M ﹤0.01%
283,773
-39,705
SNDL icon
2394
Sundial Growers
SNDL
$494M
$33.1M ﹤0.01%
12,346,138
+8,579,914
KRG icon
2395
Kite Realty
KRG
$5.11B
$33.1M ﹤0.01%
1,482,525
-222,607
STNE icon
2396
StoneCo
STNE
$4.01B
$33M ﹤0.01%
1,747,031
-1,462,634
PRGO icon
2397
Perrigo
PRGO
$1.77B
$33M ﹤0.01%
1,480,453
+179,667
TXG icon
2398
10x Genomics
TXG
$1.99B
$32.9M ﹤0.01%
2,817,242
-669,713
EXTR icon
2399
Extreme Networks
EXTR
$2.26B
$32.9M ﹤0.01%
1,592,831
-134,089
CASH icon
2400
Pathward Financial
CASH
$1.64B
$32.9M ﹤0.01%
444,016
-36,839
94 95
96
97 98