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
2726
$19.3M ﹤0.01%
1,342,188
+754,479
2727
$19.3M ﹤0.01%
2,164,165
-51,960
2728
$19.2M ﹤0.01%
654,323
+92,145
2729
$19.2M ﹤0.01%
369,804
+162,810
2730
$19.2M ﹤0.01%
1,323,320
+10,262
2731
$19.2M ﹤0.01%
1,705,752
-274,442
2732
$19.2M ﹤0.01%
319,592
-17,184
2733
$19.2M ﹤0.01%
282,241
+8,768
2734
$19.1M ﹤0.01%
7,000,799
+2,592,546
2735
$19.1M ﹤0.01%
1,703,059
+164,746
2736
$19.1M ﹤0.01%
2,209,343
+701,024
2737
$19.1M ﹤0.01%
649,138
-23,527
2738
$19M ﹤0.01%
2,771,558
+951,766
2739
$19M ﹤0.01%
2,367,762
+722,633
2740
$19M ﹤0.01%
468,055
+163,864
2741
$19M ﹤0.01%
636,510
-42,829
2742
$19M ﹤0.01%
338,948
+18,990
2743
$19M ﹤0.01%
1,869,359
+86,941
2744
$18.9M ﹤0.01%
1,245,417
+212,119
2745
$18.9M ﹤0.01%
293,915
+50,007
2746
$18.9M ﹤0.01%
1,445,716
-566,366
2747
$18.9M ﹤0.01%
150,716
+12,750
2748
$18.9M ﹤0.01%
1,800,428
-393,642
2749
$18.8M ﹤0.01%
1,006,425
+36,876
2750
$18.8M ﹤0.01%
200,392
-76,687
108 109
110
111 112