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
SKY icon
2426
Champion Homes
SKY
$4.87B
$31.8M ﹤0.01%
416,544
-19,699
BDJ icon
2427
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.64B
$31.8M ﹤0.01%
3,486,340
+68,114
LTC
2428
LTC Properties
LTC
$1.67B
$31.7M ﹤0.01%
861,147
+140,418
STNG icon
2429
Scorpio Tankers
STNG
$2.69B
$31.7M ﹤0.01%
566,274
+14,370
TCMD icon
2430
Tactile Systems Technology
TCMD
$634M
$31.7M ﹤0.01%
2,293,120
+1,569
YYY icon
2431
Amplify CEF High Income ETF
YYY
$657M
$31.7M ﹤0.01%
2,686,601
+255,052
IGLB icon
2432
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.76B
$31.7M ﹤0.01%
615,151
+40,510
NPCT icon
2433
Nuveen Core Plus Impact Fund
NPCT
$294M
$31.7M ﹤0.01%
2,878,577
-84,444
IEO icon
2434
iShares US Oil & Gas Exploration & Production ETF
IEO
$436M
$31.7M ﹤0.01%
342,091
-13,914
FHLC icon
2435
Fidelity MSCI Health Care Index ETF
FHLC
$2.85B
$31.7M ﹤0.01%
473,459
+20,966
QS icon
2436
QuantumScape
QS
$6.61B
$31.6M ﹤0.01%
2,566,943
-324,835
APLE icon
2437
Apple Hospitality REIT
APLE
$2.89B
$31.6M ﹤0.01%
2,629,875
+50,991
IMVT icon
2438
Immunovant
IMVT
$5.22B
$31.6M ﹤0.01%
1,959,026
-350,035
BSCX icon
2439
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$827M
$31.6M ﹤0.01%
1,470,698
+133,109
NMM icon
2440
Navios Maritime Partners
NMM
$1.46B
$31.6M ﹤0.01%
700,616
-29,605
WD icon
2441
Walker & Dunlop
WD
$2.11B
$31.6M ﹤0.01%
377,439
-54,606
NCNO icon
2442
nCino
NCNO
$2.8B
$31.5M ﹤0.01%
1,163,653
-1,024,402
EDOW icon
2443
First Trust Dow 30 Equal Weight ETF
EDOW
$232M
$31.5M ﹤0.01%
789,153
-5,527
S icon
2444
SentinelOne
S
$5.05B
$31.5M ﹤0.01%
1,787,077
-478,788
EWA icon
2445
iShares MSCI Australia ETF
EWA
$1.35B
$31.4M ﹤0.01%
1,163,237
+381,755
FCOM icon
2446
Fidelity MSCI Communication Services Index ETF
FCOM
$1.87B
$31.4M ﹤0.01%
442,216
+13,905
CPA icon
2447
Copa Holdings
CPA
$4.87B
$31.4M ﹤0.01%
264,125
+29,914
FCPT icon
2448
Four Corners Property Trust
FCPT
$2.47B
$31.3M ﹤0.01%
1,284,788
+28,809
LDUR icon
2449
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.01B
$31.3M ﹤0.01%
325,876
-28,565
PZZA icon
2450
Papa John's
PZZA
$1.37B
$31.3M ﹤0.01%
649,356
-67,545
96 97
98
99 100