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
2526
$23.6M ﹤0.01%
1,848,536
+312,124
2527
$23.5M ﹤0.01%
4,288,281
+1,410,765
2528
$23.5M ﹤0.01%
517,723
-49,883
2529
$23.5M ﹤0.01%
220,085
-19,662
2530
$23.5M ﹤0.01%
3,494,129
+421,291
2531
$23.5M ﹤0.01%
468,330
-23,094
2532
$23.5M ﹤0.01%
1,775,298
-78,243
2533
$23.4M ﹤0.01%
254,718
+24,162
2534
$23.4M ﹤0.01%
1,823,054
+283,008
2535
$23.4M ﹤0.01%
16,846,374
-793,992
2536
$23.4M ﹤0.01%
498,217
-29,712
2537
$23.4M ﹤0.01%
542,840
+27,579
2538
$23.4M ﹤0.01%
496,438
+53,254
2539
$23.3M ﹤0.01%
787,949
+125,730
2540
$23.3M ﹤0.01%
311,937
-98,968
2541
$23.3M ﹤0.01%
2,001,113
+305,092
2542
$23.2M ﹤0.01%
1,973,135
-84,900
2543
$23.2M ﹤0.01%
782,686
-24,825
2544
$23.2M ﹤0.01%
197,160
-23,328
2545
$23.2M ﹤0.01%
1,172,945
-368,776
2546
$23.1M ﹤0.01%
945,081
+219,854
2547
$23.1M ﹤0.01%
1,211,189
+15,520
2548
$23.1M ﹤0.01%
958,913
+176,256
2549
$23M ﹤0.01%
563,970
+39,411
2550
$23M ﹤0.01%
387,730
-11,650