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
2801
$17.8M ﹤0.01%
1,470,737
-36,711
2802
$17.7M ﹤0.01%
1,222,077
+173,257
2803
$17.7M ﹤0.01%
1,654,603
-178,197
2804
$17.7M ﹤0.01%
881,081
+110,376
2805
$17.7M ﹤0.01%
1,919,024
-222,460
2806
$17.7M ﹤0.01%
1,463,275
-453,476
2807
$17.7M ﹤0.01%
558,913
-113,045
2808
$17.7M ﹤0.01%
161,891
-9,037
2809
$17.6M ﹤0.01%
154,650
+4,315
2810
$17.6M ﹤0.01%
2,435,883
-908,251
2811
$17.6M ﹤0.01%
407,543
-667,531
2812
$17.6M ﹤0.01%
2,641,892
+1,457,183
2813
$17.6M ﹤0.01%
226,461
+27,604
2814
$17.6M ﹤0.01%
132,157
+3,083
2815
$17.6M ﹤0.01%
813,159
-53,628
2816
$17.6M ﹤0.01%
687,559
-21,544
2817
$17.6M ﹤0.01%
1,835,349
-85,253
2818
$17.6M ﹤0.01%
220,856
+3,876
2819
$17.5M ﹤0.01%
1,629,187
+105,627
2820
$17.5M ﹤0.01%
3,931,443
-463,588
2821
$17.5M ﹤0.01%
408,613
-35,741
2822
$17.5M ﹤0.01%
359,578
+129,490
2823
$17.5M ﹤0.01%
2,454,910
+876,665
2824
$17.4M ﹤0.01%
254,610
-15,883
2825
$17.4M ﹤0.01%
1,466,860
-98,106
111 112
113
114 115