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
3326
$9.72M ﹤0.01%
1,097,381
+118,641
3327
$9.69M ﹤0.01%
875,716
+231,631
3328
$9.69M ﹤0.01%
379,531
+64,852
3329
$9.69M ﹤0.01%
1,229,359
+5,036
3330
$9.68M ﹤0.01%
241,508
-4,799
3331
$9.67M ﹤0.01%
92,376
-17,392
3332
$9.66M ﹤0.01%
2,858,923
+1,165,301
3333
$9.63M ﹤0.01%
909,956
+74,687
3334
$9.62M ﹤0.01%
198,171
-72,054
3335
$9.62M ﹤0.01%
497,954
+31,468
3336
$9.61M ﹤0.01%
335,635
-41,383
3337
$9.57M ﹤0.01%
297,251
-109,049
3338
$9.55M ﹤0.01%
2,032,017
+422,043
3339
$9.55M ﹤0.01%
417,936
+26,463
3340
$9.53M ﹤0.01%
1,179,927
+121,541
3341
$9.53M ﹤0.01%
1,980,681
-97,287
3342
$9.53M ﹤0.01%
153,130
+31,017
3343
$9.5M ﹤0.01%
639,855
-449,147
3344
$9.5M ﹤0.01%
104,878
+11,266
3345
$9.49M ﹤0.01%
857,727
+90,427
3346
$9.48M ﹤0.01%
6,586,632
+277,255
3347
$9.47M ﹤0.01%
193,617
-92,911
3348
$9.45M ﹤0.01%
395,003
+22,370
3349
$9.41M ﹤0.01%
155,185
-9,799
3350
$9.4M ﹤0.01%
2,222,168
-432,091
132 133
134
135 136