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
3251
$10.6M ﹤0.01%
341,174
+23,541
3252
$10.6M ﹤0.01%
1,048,651
-128,896
3253
$10.6M ﹤0.01%
537,251
+57,019
3254
$10.6M ﹤0.01%
5,615,090
+985,516
3255
$10.6M ﹤0.01%
939,096
-207,515
3256
$10.5M ﹤0.01%
3,220,722
+94,465
3257
$10.5M ﹤0.01%
293,000
+48,991
3258
$10.5M ﹤0.01%
250,614
+24,455
3259
$10.5M ﹤0.01%
431,882
-24,039
3260
$10.5M ﹤0.01%
1,294,717
+121,294
3261
$10.5M ﹤0.01%
909,181
-2,741
3262
$10.5M ﹤0.01%
270,146
-1,791
3263
$10.5M ﹤0.01%
259,081
-27,264
3264
$10.5M ﹤0.01%
743,511
-298,968
3265
$10.5M ﹤0.01%
874,489
+107,886
3266
$10.5M ﹤0.01%
183,749
-3,986
3267
$10.5M ﹤0.01%
319,205
+108,997
3268
$10.5M ﹤0.01%
1,059,089
-30,571
3269
$10.4M ﹤0.01%
760,230
+18,651
3270
$10.4M ﹤0.01%
2,726,906
+106,177
3271
$10.4M ﹤0.01%
8,020,510
+3,345,165
3272
$10.4M ﹤0.01%
415,560
+112,039
3273
$10.4M ﹤0.01%
94,840
-1,934
3274
$10.4M ﹤0.01%
1,013,221
+137,181
3275
$10.4M ﹤0.01%
4,644,837
+3,132,932
129 130
131
132 133