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
3401
$8.96M ﹤0.01%
2,064,148
-145,722
3402
$8.96M ﹤0.01%
737,239
+386,257
3403
$8.96M ﹤0.01%
437,539
+7,437
3404
$8.95M ﹤0.01%
240,165
-5,488
3405
$8.95M ﹤0.01%
568,112
+95,867
3406
$8.92M ﹤0.01%
1,847,078
-460,238
3407
$8.91M ﹤0.01%
719,988
+498
3408
$8.89M ﹤0.01%
3,934,629
-4,353,865
3409
$8.88M ﹤0.01%
518,247
-158,929
3410
$8.88M ﹤0.01%
316,169
+7,777
3411
$8.86M ﹤0.01%
90,338
+57,211
3412
$8.84M ﹤0.01%
589,579
-305,193
3413
$8.8M ﹤0.01%
1,474,581
-197,125
3414
$8.8M ﹤0.01%
197,617
-7,275
3415
$8.8M ﹤0.01%
814,406
+42,280
3416
$8.76M ﹤0.01%
223,113
-243,710
3417
$8.76M ﹤0.01%
256,282
-61,905
3418
$8.76M ﹤0.01%
1,741,494
-437,613
3419
$8.76M ﹤0.01%
661,935
+5,262
3420
$8.75M ﹤0.01%
134,382
-67,117
3421
$8.74M ﹤0.01%
175,848
-6,071
3422
$8.73M ﹤0.01%
373,830
-76,102
3423
$8.72M ﹤0.01%
272,363
-3,990
3424
$8.71M ﹤0.01%
203,123
-152,909
3425
$8.7M ﹤0.01%
212,289
+18,369