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
2551
$23M ﹤0.01%
4,808,916
+954,760
2552
$23M ﹤0.01%
4,196,595
-212,127
2553
$22.9M ﹤0.01%
606,951
-86,382
2554
$22.9M ﹤0.01%
959,828
+30,078
2555
$22.9M ﹤0.01%
406,162
+24,598
2556
$22.8M ﹤0.01%
904,136
-133,532
2557
$22.8M ﹤0.01%
1,062,396
+102,347
2558
$22.8M ﹤0.01%
2,654,574
+731,393
2559
$22.8M ﹤0.01%
1,131,993
+84,260
2560
$22.8M ﹤0.01%
1,980,145
-45,935
2561
$22.8M ﹤0.01%
4,137,429
-41,221,759
2562
$22.7M ﹤0.01%
937,906
+61,354
2563
$22.7M ﹤0.01%
1,040,287
-128,716
2564
$22.7M ﹤0.01%
626,400
+28,211
2565
$22.7M ﹤0.01%
239,195
+1,318
2566
$22.7M ﹤0.01%
2,845,884
+677,656
2567
$22.6M ﹤0.01%
932,597
+13,010
2568
$22.6M ﹤0.01%
205,585
-21,710
2569
$22.6M ﹤0.01%
444,638
+66,284
2570
$22.5M ﹤0.01%
2,204,763
-1,602
2571
$22.5M ﹤0.01%
240,665
-44,244
2572
$22.5M ﹤0.01%
1,317,533
+14,806
2573
$22.4M ﹤0.01%
43,455
-23,400
2574
$22.4M ﹤0.01%
2,790,777
+106,213
2575
$22.4M ﹤0.01%
322,647
+43,063
101 102
103
104 105