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
3051
$13.5M ﹤0.01%
238,304
+71,754
3052
$13.5M ﹤0.01%
130,589
+16,929
3053
$13.5M ﹤0.01%
582,782
+4,471
3054
$13.4M ﹤0.01%
930,633
-4,995
3055
$13.4M ﹤0.01%
403,344
-121,336
3056
$13.4M ﹤0.01%
158,686
-12,434
3057
$13.4M ﹤0.01%
305,570
+4,599
3058
$13.4M ﹤0.01%
2,880,738
+42,212
3059
$13.4M ﹤0.01%
2,391,809
-114,927
3060
$13.4M ﹤0.01%
1,242,385
+70,960
3061
$13.4M ﹤0.01%
545,976
-64,630
3062
$13.4M ﹤0.01%
4,018,374
+58,535
3063
$13.4M ﹤0.01%
564,465
+181,137
3064
$13.4M ﹤0.01%
758,789
-49,523
3065
$13.4M ﹤0.01%
1,318,338
-52,242
3066
$13.4M ﹤0.01%
2,424,901
+75,233
3067
$13.4M ﹤0.01%
580,320
+78,221
3068
$13.3M ﹤0.01%
1,015,315
-150,872
3069
$13.3M ﹤0.01%
903,160
+87,982
3070
$13.3M ﹤0.01%
326,315
+9,905
3071
$13.3M ﹤0.01%
717,999
+22,672
3072
$13.2M ﹤0.01%
1,607,398
+7,845
3073
$13.2M ﹤0.01%
169,046
-111,251
3074
$13.2M ﹤0.01%
1,735,631
+667,139
3075
$13.1M ﹤0.01%
484,734
+72,789
121 122
123
124 125