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
2651
$21M ﹤0.01%
707,093
+70,792
2652
$21M ﹤0.01%
347,731
+7,234
2653
$21M ﹤0.01%
923,615
-177,528
2654
$21M ﹤0.01%
2,784,958
+1,333,672
2655
$21M ﹤0.01%
550,622
-28,908
2656
$21M ﹤0.01%
439,196
+103,191
2657
$20.9M ﹤0.01%
2,253,794
+617,929
2658
$20.9M ﹤0.01%
671,335
-80,996
2659
$20.9M ﹤0.01%
314,699
-10,723
2660
$20.9M ﹤0.01%
263,043
+22,545
2661
$20.9M ﹤0.01%
1,768,520
+90,284
2662
$20.8M ﹤0.01%
635,406
+169,181
2663
$20.7M ﹤0.01%
857,111
-1,429,484
2664
$20.7M ﹤0.01%
972,948
-86,443
2665
$20.7M ﹤0.01%
6,786,280
+530,807
2666
$20.6M ﹤0.01%
722,291
-43,717
2667
$20.6M ﹤0.01%
675,989
+1,348
2668
$20.6M ﹤0.01%
1,928,941
+396,217
2669
$20.5M ﹤0.01%
6,602,464
+1,481,986
2670
$20.5M ﹤0.01%
2,365,375
-245,497
2671
$20.5M ﹤0.01%
518,974
+97,248
2672
$20.5M ﹤0.01%
825,131
+297,702
2673
$20.5M ﹤0.01%
289,492
-125,386
2674
$20.4M ﹤0.01%
412,999
-99
2675
$20.4M ﹤0.01%
1,355,026
+80,617
105 106
107
108 109