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
2701
$19.8M ﹤0.01%
+398,401
2702
$19.7M ﹤0.01%
608,068
+393,259
2703
$19.7M ﹤0.01%
488,421
-9,622
2704
$19.7M ﹤0.01%
2,235,667
-386,425
2705
$19.7M ﹤0.01%
814,269
-1,138,877
2706
$19.7M ﹤0.01%
1,797,915
-503,951
2707
$19.7M ﹤0.01%
283,048
+45,240
2708
$19.6M ﹤0.01%
934,135
-102,059
2709
$19.6M ﹤0.01%
1,410,791
+84,067
2710
$19.6M ﹤0.01%
7,110,105
+3,762,298
2711
$19.6M ﹤0.01%
1,175,041
+55,113
2712
$19.6M ﹤0.01%
1,081,658
-6,887
2713
$19.6M ﹤0.01%
1,351,831
+100,814
2714
$19.6M ﹤0.01%
1,825,168
+332,243
2715
$19.5M ﹤0.01%
1,606,233
-242,722
2716
$19.5M ﹤0.01%
770,395
+521,357
2717
$19.5M ﹤0.01%
1,024,100
-51,854
2718
$19.5M ﹤0.01%
746,358
+61,779
2719
$19.4M ﹤0.01%
212,793
+26,525
2720
$19.4M ﹤0.01%
519,939
+310,405
2721
$19.4M ﹤0.01%
2,221,402
+485,752
2722
$19.4M ﹤0.01%
194,900
+87,870
2723
$19.4M ﹤0.01%
527,980
-39,258
2724
$19.4M ﹤0.01%
476,326
+268,660
2725
$19.3M ﹤0.01%
395,401
+11,639
107 108
109
110 111