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
2826
$17.4M ﹤0.01%
600,008
+61,787
2827
$17.4M ﹤0.01%
213,457
-1,364
2828
$17.4M ﹤0.01%
276,003
-91,990
2829
$17.4M ﹤0.01%
272,870
-150,963
2830
$17.4M ﹤0.01%
398,411
+116,923
2831
$17.4M ﹤0.01%
566,027
-5,075
2832
$17.3M ﹤0.01%
2,076,656
+154,796
2833
$17.3M ﹤0.01%
286,707
-28,405
2834
$17.3M ﹤0.01%
1,697,557
+1,040,756
2835
$17.3M ﹤0.01%
271,182
-40,799
2836
$17.3M ﹤0.01%
131,783
+16,534
2837
$17.3M ﹤0.01%
1,932,365
+808,649
2838
$17.3M ﹤0.01%
692,698
+25,539
2839
$17.3M ﹤0.01%
589,288
-101,986
2840
$17.3M ﹤0.01%
514,684
+9,644
2841
$17.2M ﹤0.01%
2,297,674
+631,942
2842
$17.2M ﹤0.01%
567,268
+63,294
2843
$17.2M ﹤0.01%
300,262
-8,848
2844
$17.2M ﹤0.01%
+1,401,653
2845
$17.2M ﹤0.01%
566,389
-71,092
2846
$17.1M ﹤0.01%
1,670,328
-6,596
2847
$17.1M ﹤0.01%
3,399,841
-197,457
2848
$17.1M ﹤0.01%
852,767
+121,418
2849
$17.1M ﹤0.01%
1,755,387
-428,955
2850
$17.1M ﹤0.01%
397,316
+10,331
112 113
114
115 116