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
3076
$13.1M ﹤0.01%
299,590
-84,416
3077
$13.1M ﹤0.01%
1,311,707
-264,670
3078
$13.1M ﹤0.01%
838,624
+151,362
3079
$13.1M ﹤0.01%
420,262
-121,569
3080
$13.1M ﹤0.01%
602,513
-128,998
3081
$13.1M ﹤0.01%
454,675
-236,191
3082
$13.1M ﹤0.01%
429,113
+32,980
3083
$13.1M ﹤0.01%
934,202
-192,725
3084
$13.1M ﹤0.01%
269,507
-4,650
3085
$13M ﹤0.01%
602,481
+144,040
3086
$13M ﹤0.01%
729,709
-168,722
3087
$13M ﹤0.01%
2,409,379
+2,195
3088
$12.9M ﹤0.01%
255,618
-21,144
3089
$12.9M ﹤0.01%
1,881,009
+1,064,739
3090
$12.9M ﹤0.01%
96,953
-88,521
3091
$12.9M ﹤0.01%
137,859
-11,165
3092
$12.9M ﹤0.01%
1,532,143
-609,323
3093
$12.8M ﹤0.01%
258,219
+172,174
3094
$12.8M ﹤0.01%
1,296,790
-70,814
3095
$12.8M ﹤0.01%
661,705
-109,535
3096
$12.8M ﹤0.01%
960,428
+106,557
3097
$12.8M ﹤0.01%
738,249
+78,502
3098
$12.8M ﹤0.01%
939,410
+59,022
3099
$12.8M ﹤0.01%
190,001
-99,999
3100
$12.8M ﹤0.01%
533,618
-78,820
122 123
124
125 126