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
3351
$9.38M ﹤0.01%
504,636
+288,719
3352
$9.38M ﹤0.01%
334,877
-66,926
3353
$9.36M ﹤0.01%
1,992,416
+525,843
3354
$9.34M ﹤0.01%
478,244
+52,081
3355
$9.34M ﹤0.01%
245,529
-74,650
3356
$9.34M ﹤0.01%
169,838
-61,037
3357
$9.33M ﹤0.01%
746,982
-24,607
3358
$9.32M ﹤0.01%
862,726
-65,848
3359
$9.29M ﹤0.01%
198,869
-3,366
3360
$9.29M ﹤0.01%
494,362
-14,506
3361
$9.28M ﹤0.01%
166,926
-119,610
3362
$9.27M ﹤0.01%
495,889
-73,191
3363
$9.26M ﹤0.01%
1,058,637
+918,293
3364
$9.25M ﹤0.01%
509,897
+71,726
3365
$9.24M ﹤0.01%
917,154
-206,083
3366
$9.24M ﹤0.01%
119,682
-92,734
3367
$9.23M ﹤0.01%
122,157
-12,627
3368
$9.23M ﹤0.01%
1,271,387
+36,797
3369
$9.23M ﹤0.01%
1,424,345
+300,539
3370
$9.23M ﹤0.01%
296,291
+182,312
3371
$9.22M ﹤0.01%
478,126
-82,864
3372
$9.21M ﹤0.01%
412,367
-164,199
3373
$9.21M ﹤0.01%
1,809,275
-18,050
3374
$9.2M ﹤0.01%
1,896,392
+1,004,758
3375
$9.18M ﹤0.01%
517,289
-67,965
133 134
135
136 137