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
3176
$11.7M ﹤0.01%
357,403
+151,325
3177
$11.7M ﹤0.01%
202,995
-17,381
3178
$11.7M ﹤0.01%
447,084
+260,970
3179
$11.7M ﹤0.01%
307,016
+19,607
3180
$11.7M ﹤0.01%
2,871,896
+767,368
3181
$11.7M ﹤0.01%
722,571
+72,439
3182
$11.7M ﹤0.01%
539,492
-27,354
3183
$11.6M ﹤0.01%
318,312
+141,675
3184
$11.6M ﹤0.01%
296,121
+14,808
3185
$11.6M ﹤0.01%
1,613,907
-74,071
3186
$11.6M ﹤0.01%
3,822,074
+2,476,987
3187
$11.6M ﹤0.01%
10,710,678
-6,139,667
3188
$11.6M ﹤0.01%
874,402
-138,670
3189
$11.5M ﹤0.01%
733,138
-154,556
3190
$11.5M ﹤0.01%
508,780
+5,170
3191
$11.5M ﹤0.01%
378,134
-84,138
3192
$11.5M ﹤0.01%
135,370
-6,453
3193
$11.5M ﹤0.01%
536,416
+42,027
3194
$11.5M ﹤0.01%
955,356
-279,451
3195
$11.5M ﹤0.01%
346,269
+117,991
3196
$11.5M ﹤0.01%
1,057,747
+113,731
3197
$11.5M ﹤0.01%
227,304
-982
3198
$11.4M ﹤0.01%
129,550
+50,018
3199
$11.4M ﹤0.01%
1,652,696
+68,720
3200
$11.4M ﹤0.01%
1,104,498
+266,048
126 127
128
129 130