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
3226
$10.9M ﹤0.01%
634,648
+38,634
3227
$10.9M ﹤0.01%
147,629
-90,520
3228
$10.9M ﹤0.01%
138,454
-23,106
3229
$10.9M ﹤0.01%
165,342
+4,580
3230
$10.9M ﹤0.01%
852,390
-64,673
3231
$10.9M ﹤0.01%
173,089
-16,743
3232
$10.9M ﹤0.01%
336,709
-131,452
3233
$10.9M ﹤0.01%
610,996
+2,870
3234
$10.9M ﹤0.01%
371,869
+32,512
3235
$10.9M ﹤0.01%
806,726
-71,294
3236
$10.9M ﹤0.01%
599,997
-83,640
3237
$10.9M ﹤0.01%
604,384
-10,512
3238
$10.8M ﹤0.01%
1,032,484
+94,605
3239
$10.8M ﹤0.01%
166,602
-73,000
3240
$10.8M ﹤0.01%
914,327
-156,372
3241
$10.7M ﹤0.01%
737,553
-1,350,967
3242
$10.7M ﹤0.01%
395,177
+34,371
3243
$10.7M ﹤0.01%
463,342
-112,189
3244
$10.7M ﹤0.01%
280,151
-45,166
3245
$10.7M ﹤0.01%
1,509,619
+596,705
3246
$10.7M ﹤0.01%
636,339
-154,462
3247
$10.6M ﹤0.01%
343,309
-69,111
3248
$10.6M ﹤0.01%
3,774,811
-2,773,577
3249
$10.6M ﹤0.01%
840,832
+712,136
3250
$10.6M ﹤0.01%
440,689
+112,174
128 129
130
131 132