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
2951
$15.2M ﹤0.01%
392,468
-53,653
2952
$15.2M ﹤0.01%
441,207
-80,187
2953
$15.2M ﹤0.01%
291,043
-96,306
2954
$15.2M ﹤0.01%
212,359
+2,122
2955
$15.2M ﹤0.01%
847,312
+105,943
2956
$15.1M ﹤0.01%
522,112
-109,962
2957
$15.1M ﹤0.01%
199,719
-115,388
2958
$15.1M ﹤0.01%
1,426,765
+5,672
2959
$15M ﹤0.01%
801,398
+41,916
2960
$15M ﹤0.01%
1,152,131
+749,213
2961
$15M ﹤0.01%
541,097
+5,246
2962
$15M ﹤0.01%
2,915,305
+18,880
2963
$15M ﹤0.01%
1,591,183
-652,487
2964
$15M ﹤0.01%
781,600
+282,985
2965
$15M ﹤0.01%
211,984
-168,637
2966
$14.9M ﹤0.01%
1,727,763
+103,836
2967
$14.9M ﹤0.01%
358,027
+141,188
2968
$14.9M ﹤0.01%
427,110
-166,911
2969
$14.9M ﹤0.01%
1,160,520
-740,278
2970
$14.9M ﹤0.01%
1,804,529
-16,280
2971
$14.9M ﹤0.01%
1,094,727
-17,837
2972
$14.8M ﹤0.01%
2,567,960
-324,141
2973
$14.8M ﹤0.01%
1,158,027
+8,053
2974
$14.8M ﹤0.01%
2,066,895
+63,584
2975
$14.8M ﹤0.01%
373,516
-16,773
117 118
119
120 121