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
2576
$22.4M ﹤0.01%
972,548
-97,238
2577
$22.4M ﹤0.01%
4,031,966
-2,102,859
2578
$22.4M ﹤0.01%
1,310,050
+299,426
2579
$22.4M ﹤0.01%
1,122,289
+804,970
2580
$22.4M ﹤0.01%
459,612
+371,981
2581
$22.3M ﹤0.01%
2,730,041
+877,812
2582
$22.3M ﹤0.01%
672,067
+146,007
2583
$22.3M ﹤0.01%
838,303
+33,749
2584
$22.3M ﹤0.01%
360,533
+133,229
2585
$22.3M ﹤0.01%
5,650,939
+2,422,400
2586
$22.2M ﹤0.01%
324,321
-10,952
2587
$22.2M ﹤0.01%
907,940
-157,197
2588
$22.2M ﹤0.01%
1,020,635
+87,562
2589
$22.2M ﹤0.01%
472,177
+100,973
2590
$22.2M ﹤0.01%
339,496
-21,806
2591
$22.2M ﹤0.01%
1,405,678
+93,327
2592
$22.1M ﹤0.01%
862,944
+104,515
2593
$22M ﹤0.01%
69,351
-2,074
2594
$22M ﹤0.01%
640,673
+19,043
2595
$21.9M ﹤0.01%
572,194
+46,759
2596
$21.9M ﹤0.01%
498,949
-114,489
2597
$21.8M ﹤0.01%
320,948
-46,681
2598
$21.8M ﹤0.01%
584,679
+306,454
2599
$21.8M ﹤0.01%
937,933
+61,601
2600
$21.8M ﹤0.01%
259,877
-12,000
102 103
104
105 106