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
2876
$16.5M ﹤0.01%
405,021
-20,307
2877
$16.5M ﹤0.01%
164,718
+17,057
2878
$16.4M ﹤0.01%
216,647
-51,751
2879
$16.4M ﹤0.01%
323,512
-79,110
2880
$16.4M ﹤0.01%
218,446
+126,175
2881
$16.4M ﹤0.01%
12,159,835
-5,305,009
2882
$16.4M ﹤0.01%
108,379
-10,798
2883
$16.4M ﹤0.01%
240,032
+280
2884
$16.4M ﹤0.01%
560,853
+6,943
2885
$16.4M ﹤0.01%
902,882
-441,217
2886
$16.4M ﹤0.01%
818,395
-711,298
2887
$16.3M ﹤0.01%
913,960
-141,411
2888
$16.3M ﹤0.01%
420,649
+76,728
2889
$16.3M ﹤0.01%
136,034
-8,434
2890
$16.3M ﹤0.01%
521,114
+451,898
2891
$16.3M ﹤0.01%
495,260
-2,865
2892
$16.3M ﹤0.01%
134,191
+41,271
2893
$16.2M ﹤0.01%
145,728
+145,251
2894
$16.2M ﹤0.01%
405,864
+820
2895
$16.2M ﹤0.01%
361,320
+27,326
2896
$16.2M ﹤0.01%
155,660
-1,700
2897
$16.2M ﹤0.01%
740,299
+168,871
2898
$16.2M ﹤0.01%
845,591
-164,863
2899
$16.2M ﹤0.01%
86,187
-2,056
2900
$16.1M ﹤0.01%
269,994
+5,949