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
3001
$14.3M ﹤0.01%
368,931
-16,839
3002
$14.2M ﹤0.01%
342,805
-323
3003
$14.2M ﹤0.01%
629,046
-39,891
3004
$14.2M ﹤0.01%
3,257,122
-37,255
3005
$14.2M ﹤0.01%
775,411
+257,410
3006
$14.2M ﹤0.01%
676,643
+38,753
3007
$14.2M ﹤0.01%
1,826,115
+710,984
3008
$14.2M ﹤0.01%
460,440
-7,054
3009
$14.2M ﹤0.01%
1,154,196
+155,173
3010
$14.2M ﹤0.01%
1,475,803
+102,853
3011
$14.1M ﹤0.01%
1,030,925
+106,119
3012
$14.1M ﹤0.01%
288,217
+248,418
3013
$14.1M ﹤0.01%
271,741
-4,469
3014
$14.1M ﹤0.01%
6,444,539
+3,700,147
3015
$14.1M ﹤0.01%
433,900
-7,816
3016
$14.1M ﹤0.01%
530,988
+66,697
3017
$14.1M ﹤0.01%
4,904,015
-4,722,173
3018
$14.1M ﹤0.01%
367,234
-232,964
3019
$14.1M ﹤0.01%
860,279
+15,501
3020
$14.1M ﹤0.01%
229,117
-26,484
3021
$14.1M ﹤0.01%
210,173
+18,975
3022
$14M ﹤0.01%
524,779
+105,988
3023
$14M ﹤0.01%
172,201
-47,568
3024
$14M ﹤0.01%
785,042
+74,940
3025
$14M ﹤0.01%
696,404
-167,601
119 120
121
122 123