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
2976
$14.7M ﹤0.01%
275,469
-97,229
2977
$14.7M ﹤0.01%
1,515,854
+101,226
2978
$14.7M ﹤0.01%
655,360
-48,186
2979
$14.7M ﹤0.01%
178,684
+109,483
2980
$14.7M ﹤0.01%
5,027,057
+1,941,174
2981
$14.7M ﹤0.01%
1,546,259
-248,019
2982
$14.7M ﹤0.01%
787,092
-23,219
2983
$14.7M ﹤0.01%
2,967,078
+49,194
2984
$14.6M ﹤0.01%
935,506
-126,978
2985
$14.6M ﹤0.01%
215,964
-45,264
2986
$14.6M ﹤0.01%
279,258
-5,043
2987
$14.6M ﹤0.01%
201,236
+125,074
2988
$14.6M ﹤0.01%
1,391,587
+637,994
2989
$14.6M ﹤0.01%
638,342
+203,809
2990
$14.5M ﹤0.01%
910,168
+173,519
2991
$14.4M ﹤0.01%
412,082
-137,001
2992
$14.4M ﹤0.01%
440,360
-31,202
2993
$14.4M ﹤0.01%
60,260
-4,119
2994
$14.4M ﹤0.01%
545,485
+117,515
2995
$14.4M ﹤0.01%
677,685
+1,307
2996
$14.3M ﹤0.01%
462,980
+99,406
2997
$14.3M ﹤0.01%
1,614,582
+329,465
2998
$14.3M ﹤0.01%
298,339
-48,499
2999
$14.3M ﹤0.01%
742,557
+127,918
3000
$14.3M ﹤0.01%
546,192
-30,477
118 119
120
121 122