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
2851
$17M ﹤0.01%
1,253,603
+24,463
2852
$17M ﹤0.01%
355,155
+175,879
2853
$17M ﹤0.01%
377,254
+67,525
2854
$17M ﹤0.01%
63,852
-6,310
2855
$16.8M ﹤0.01%
1,721,681
+255,308
2856
$16.8M ﹤0.01%
91,403
+9,097
2857
$16.8M ﹤0.01%
769,513
+99,065
2858
$16.8M ﹤0.01%
234,991
+51,082
2859
$16.8M ﹤0.01%
424,678
-23,834
2860
$16.8M ﹤0.01%
1,335,496
-43,470
2861
$16.7M ﹤0.01%
959,803
+418,461
2862
$16.7M ﹤0.01%
586,790
-70,051
2863
$16.7M ﹤0.01%
1,673,958
+1,643
2864
$16.7M ﹤0.01%
499,985
+130,497
2865
$16.7M ﹤0.01%
261,125
-5,178
2866
$16.7M ﹤0.01%
1,072,704
+82,342
2867
$16.7M ﹤0.01%
5,455,128
+2,087,946
2868
$16.7M ﹤0.01%
1,128,311
+124,805
2869
$16.6M ﹤0.01%
2,657,618
+787,863
2870
$16.6M ﹤0.01%
738,672
-20,195
2871
$16.6M ﹤0.01%
1,992,059
-127,869
2872
$16.5M ﹤0.01%
4,015,006
-3,561
2873
$16.5M ﹤0.01%
439,922
-122,382
2874
$16.5M ﹤0.01%
380,032
+19,902
2875
$16.5M ﹤0.01%
88,435
+1,067
113 114
115
116 117