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
2626
$21.4M ﹤0.01%
839,020
+43,869
2627
$21.4M ﹤0.01%
4,374,402
+243,278
2628
$21.3M ﹤0.01%
530,858
-34,602
2629
$21.3M ﹤0.01%
499,381
-37,602
2630
$21.3M ﹤0.01%
368,623
-23,116
2631
$21.3M ﹤0.01%
502,753
-292,885
2632
$21.3M ﹤0.01%
649,838
-27,829
2633
$21.3M ﹤0.01%
1,144,463
+102,990
2634
$21.2M ﹤0.01%
1,367,207
-215,455
2635
$21.2M ﹤0.01%
1,305,685
-1,684,564
2636
$21.2M ﹤0.01%
905,709
+50,192
2637
$21.2M ﹤0.01%
411,089
+77,356
2638
$21.2M ﹤0.01%
1,338,768
-180,847
2639
$21.2M ﹤0.01%
864,357
-37,517
2640
$21.2M ﹤0.01%
399,285
+98,075
2641
$21.2M ﹤0.01%
864,888
+275,030
2642
$21.1M ﹤0.01%
468,705
-96,341
2643
$21.1M ﹤0.01%
2,464,540
+259,838
2644
$21.1M ﹤0.01%
1,464,049
+125,275
2645
$21.1M ﹤0.01%
290,101
+14,761
2646
$21.1M ﹤0.01%
1,271,234
-50,901
2647
$21.1M ﹤0.01%
684,080
-30,124
2648
$21.1M ﹤0.01%
661,502
+4,849
2649
$21.1M ﹤0.01%
1,135,039
+122,721
2650
$21.1M ﹤0.01%
2,106,559
-22,575,382
104 105
106
107 108