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
2776
$18.3M ﹤0.01%
3,511,694
+197,645
2777
$18.2M ﹤0.01%
188,059
+18,046
2778
$18.2M ﹤0.01%
1,561,670
-191,984
2779
$18.2M ﹤0.01%
745,595
-4,240
2780
$18.2M ﹤0.01%
311,541
-159,111
2781
$18.1M ﹤0.01%
2,008,413
-339,006
2782
$18.1M ﹤0.01%
4,808,619
-3,890,735
2783
$18.1M ﹤0.01%
1,233,729
-120,185
2784
$18.1M ﹤0.01%
282,169
-31,725
2785
$18.1M ﹤0.01%
926,755
-238,180
2786
$18M ﹤0.01%
389,337
+61,470
2787
$18M ﹤0.01%
721,924
-25,820
2788
$18M ﹤0.01%
1,392,582
-188,532
2789
$18M ﹤0.01%
473,696
-9,476
2790
$18M ﹤0.01%
482,713
-52,958
2791
$18M ﹤0.01%
142,274
+2,004
2792
$18M ﹤0.01%
851,247
+423,316
2793
$18M ﹤0.01%
193,932
-49,112
2794
$17.9M ﹤0.01%
211,199
-27,903
2795
$17.9M ﹤0.01%
899,337
+126,775
2796
$17.8M ﹤0.01%
679,912
-35,459
2797
$17.8M ﹤0.01%
930,969
+83,860
2798
$17.8M ﹤0.01%
231,290
-35,817
2799
$17.8M ﹤0.01%
852,610
+632,206
2800
$17.8M ﹤0.01%
669,992
+36,238
110 111
112
113 114