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
2501
$24.2M ﹤0.01%
1,299,973
+539,494
2502
$24.2M ﹤0.01%
2,397,896
-2,403,951
2503
$24.2M ﹤0.01%
643,355
+196,631
2504
$24.2M ﹤0.01%
4,307,794
-575,540
2505
$24.2M ﹤0.01%
3,165,488
-99,026
2506
$24.1M ﹤0.01%
284,189
-24,120
2507
$24.1M ﹤0.01%
806,571
+75,452
2508
$24M ﹤0.01%
497,105
-43,210
2509
$24M ﹤0.01%
879,795
-136,830
2510
$24M ﹤0.01%
2,569,976
-55,141
2511
$24M ﹤0.01%
610,742
-288,427
2512
$24M ﹤0.01%
3,341,773
+1,178,684
2513
$24M ﹤0.01%
226,154
-33,040
2514
$23.9M ﹤0.01%
408,251
+39,088
2515
$23.9M ﹤0.01%
351,035
-151,261
2516
$23.9M ﹤0.01%
721,394
+80,142
2517
$23.9M ﹤0.01%
815,949
+316,955
2518
$23.9M ﹤0.01%
1,076,399
-411,348
2519
$23.9M ﹤0.01%
3,590,825
+153,581
2520
$23.8M ﹤0.01%
1,842,362
+28,597
2521
$23.8M ﹤0.01%
945,158
+109,010
2522
$23.8M ﹤0.01%
403,178
+1,148
2523
$23.7M ﹤0.01%
313,120
-66,013
2524
$23.7M ﹤0.01%
1,153,695
+86,817
2525
$23.6M ﹤0.01%
489,487
-43,061
99 100
101
102 103