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
3126
$12.4M ﹤0.01%
158,075
-22,545
3127
$12.4M ﹤0.01%
305,344
+25,719
3128
$12.4M ﹤0.01%
730,884
+597,271
3129
$12.4M ﹤0.01%
3,014,596
+434,590
3130
$12.3M ﹤0.01%
276,143
-14,491
3131
$12.3M ﹤0.01%
263,519
-6,188
3132
$12.3M ﹤0.01%
557,025
+53,799
3133
$12.3M ﹤0.01%
908,008
-2,099,308
3134
$12.3M ﹤0.01%
118,200
-7,403
3135
$12.3M ﹤0.01%
486,461
-48,132
3136
$12.3M ﹤0.01%
1,556,918
+246,886
3137
$12.3M ﹤0.01%
295,299
-20,184
3138
$12.3M ﹤0.01%
281,272
-302
3139
$12.3M ﹤0.01%
211,995
-13,546
3140
$12.3M ﹤0.01%
552,589
+34,211
3141
$12.2M ﹤0.01%
192,853
-3,187
3142
$12.2M ﹤0.01%
2,320,300
-940,198
3143
$12.2M ﹤0.01%
211,479
+9,607
3144
$12.2M ﹤0.01%
148,096
+8,330
3145
$12.1M ﹤0.01%
95,884
-672
3146
$12.1M ﹤0.01%
76,972
-14,670
3147
$12.1M ﹤0.01%
1,315,876
-524,382
3148
$12.1M ﹤0.01%
404,230
-280,000
3149
$12.1M ﹤0.01%
1,151,230
-310,433
3150
$12.1M ﹤0.01%
1,369,081
+1,368,083
124 125
126
127 128