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
$1.4T
AUM Growth
-$28.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,402
New
Increased
Reduced
Closed

Top Buys

1
+$1.51B
2
+$1.02B
3
+$895M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$854M
5
SPGI icon
S&P Global
SPGI
+$827M

Top Sells

1
+$1.22B
2
+$870M
3
+$852M
4
CVNA icon
Carvana
CVNA
+$805M
5
BAC icon
Bank of America
BAC
+$750M

Sector Composition

1 Technology 20.57%
2 Financials 12.02%
3 Consumer Discretionary 8.72%
4 Healthcare 8.71%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$24.8M ﹤0.01%
1,066,625
+10,131
2477
$24.8M ﹤0.01%
1,756,768
-1,298,631
2478
$24.8M ﹤0.01%
319,091
-52,251
2479
$24.8M ﹤0.01%
1,830,033
+248,232
2480
$24.8M ﹤0.01%
2,281,535
-16,670
2481
$24.7M ﹤0.01%
886,360
+92,280
2482
$24.7M ﹤0.01%
1,410,372
+631,678
2483
$24.7M ﹤0.01%
205,205
-77,083
2484
$24.7M ﹤0.01%
348,080
+125,796
2485
$24.7M ﹤0.01%
1,093,636
+103,835
2486
$24.6M ﹤0.01%
5,164,890
2487
$24.6M ﹤0.01%
2,009,856
-26,114
2488
$24.6M ﹤0.01%
1,015,445
+17,750
2489
$24.6M ﹤0.01%
692,977
-78,854
2490
$24.5M ﹤0.01%
346,230
-3,067
2491
$24.4M ﹤0.01%
367,032
-13,093
2492
$24.4M ﹤0.01%
975,586
-33,251
2493
$24.4M ﹤0.01%
232,669
-19,095
2494
$24.3M ﹤0.01%
381,361
-21,226
2495
$24.3M ﹤0.01%
1,177,152
-51,774
2496
$24.3M ﹤0.01%
415,958
-186,280
2497
$24.3M ﹤0.01%
2,234,251
+242,784
2498
$24.3M ﹤0.01%
1,484,741
+333,570
2499
$24.2M ﹤0.01%
529,341
+95,254
2500
$24.2M ﹤0.01%
2,774,091
-1,151,180
98 99
100
101 102