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
3301
$10.1M ﹤0.01%
1,373,051
+4,054
3302
$10.1M ﹤0.01%
497,075
-24,089
3303
$10.1M ﹤0.01%
361,141
-19,817
3304
$10M ﹤0.01%
180,826
-8,943
3305
$9.99M ﹤0.01%
875,859
-324,035
3306
$9.99M ﹤0.01%
989,340
-239,856
3307
$9.99M ﹤0.01%
136,622
+94,300
3308
$9.98M ﹤0.01%
203,461
+47,952
3309
$9.95M ﹤0.01%
100,801
-29,963
3310
$9.95M ﹤0.01%
193,232
+11,260
3311
$9.95M ﹤0.01%
232,216
-779
3312
$9.9M ﹤0.01%
438,669
-29,905
3313
$9.87M ﹤0.01%
536,313
+146,794
3314
$9.86M ﹤0.01%
374,334
-165,995
3315
$9.85M ﹤0.01%
1,820,818
-11,869
3316
$9.85M ﹤0.01%
1,000,718
+104,617
3317
$9.84M ﹤0.01%
619,748
+30,304
3318
$9.84M ﹤0.01%
237,845
-10,504
3319
$9.83M ﹤0.01%
685,848
+183,884
3320
$9.81M ﹤0.01%
196,278
-140,779
3321
$9.81M ﹤0.01%
256,522
+80,512
3322
$9.79M ﹤0.01%
1,012,388
-469,680
3323
$9.79M ﹤0.01%
808,238
+39,479
3324
$9.78M ﹤0.01%
97,820
+6,114
3325
$9.76M ﹤0.01%
165,847
+2,199