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
KNSA icon
2426
Kiniksa Pharmaceuticals
KNSA
$2.86B
$29.5M ﹤0.01%
1,066,279
-10,120
STRA icon
2427
Strategic Education
STRA
$1.92B
$29.5M ﹤0.01%
346,048
+86,171
AIO
2428
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$815M
$29.4M ﹤0.01%
1,186,537
+9,385
VC icon
2429
Visteon
VC
$3.1B
$29.4M ﹤0.01%
314,795
-4,296
VIAV icon
2430
Viavi Solutions
VIAV
$2.91B
$29.4M ﹤0.01%
2,915,632
+242,453
LGLV icon
2431
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$29.3M ﹤0.01%
168,069
-138
FGD icon
2432
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$886M
$29.2M ﹤0.01%
1,059,317
+43,872
ROBO icon
2433
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$29.1M ﹤0.01%
487,383
-32,653
HNI icon
2434
HNI Corp
HNI
$2.02B
$29.1M ﹤0.01%
591,478
-9,977
TFPM icon
2435
Triple Flag Precious Metals
TFPM
$6.38B
$29M ﹤0.01%
1,226,024
+444,424
ICFI icon
2436
ICF International
ICFI
$1.62B
$29M ﹤0.01%
342,843
+58,654
DBC icon
2437
Invesco DB Commodity Index Tracking Fund
DBC
$1.25B
$29M ﹤0.01%
1,330,129
-262,123
DHS icon
2438
WisdomTree US High Dividend Fund
DHS
$1.29B
$29M ﹤0.01%
302,065
-3,477
CXT icon
2439
Crane NXT
CXT
$3.84B
$29M ﹤0.01%
537,304
+118,647
FHLC icon
2440
Fidelity MSCI Health Care Index ETF
FHLC
$2.57B
$28.9M ﹤0.01%
452,493
+21,585
PARR icon
2441
Par Pacific Holdings
PARR
$1.79B
$28.9M ﹤0.01%
1,089,714
+267,541
DWAS icon
2442
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$713M
$28.9M ﹤0.01%
340,583
-23,860
AZTA icon
2443
Azenta
AZTA
$1.42B
$28.9M ﹤0.01%
938,443
+353,478
CC icon
2444
Chemours
CC
$1.93B
$28.9M ﹤0.01%
2,521,301
+691,268
RAMP icon
2445
LiveRamp
RAMP
$1.79B
$28.9M ﹤0.01%
873,416
-143,855
IGLB icon
2446
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$28.9M ﹤0.01%
574,641
-70,746
MIRM icon
2447
Mirum Pharmaceuticals
MIRM
$3.69B
$28.8M ﹤0.01%
566,326
-40,105
YSG
2448
Yatsen Holding
YSG
$790M
$28.8M ﹤0.01%
2,987,590
+1,006,909
NPCE icon
2449
Neuropace
NPCE
$344M
$28.8M ﹤0.01%
2,585,073
+54,453
RXRX icon
2450
Recursion Pharmaceuticals
RXRX
$2.56B
$28.8M ﹤0.01%
5,689,612
+679,179
96 97
98
99 100