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
3426
$8.69M ﹤0.01%
8,801,438
-6,914,996
3427
$8.68M ﹤0.01%
899,990
+72,703
3428
$8.66M ﹤0.01%
189,689
+90,066
3429
$8.66M ﹤0.01%
382,891
+61,261
3430
$8.66M ﹤0.01%
138,691
-6,066
3431
$8.64M ﹤0.01%
452,173
+17,757
3432
$8.63M ﹤0.01%
294,623
-83,466
3433
$8.63M ﹤0.01%
297,509
+43,442
3434
$8.62M ﹤0.01%
540,724
+377,817
3435
$8.62M ﹤0.01%
54,547
+9,334
3436
$8.6M ﹤0.01%
506,752
+195,411
3437
$8.59M ﹤0.01%
191,048
+13,976
3438
$8.59M ﹤0.01%
351,023
+13,486
3439
$8.58M ﹤0.01%
279,846
-84,618
3440
$8.57M ﹤0.01%
568,430
+27,789
3441
$8.57M ﹤0.01%
1,015,078
-201,032
3442
$8.56M ﹤0.01%
114,967
-112,699
3443
$8.54M ﹤0.01%
153,832
-40,563
3444
$8.51M ﹤0.01%
266,313
-14,131
3445
$8.51M ﹤0.01%
358,373
-104,436
3446
$8.5M ﹤0.01%
311,688
+3,293
3447
$8.5M ﹤0.01%
398,140
-80,340
3448
$8.49M ﹤0.01%
999,837
+137,700
3449
$8.47M ﹤0.01%
223,184
-16,820
3450
$8.46M ﹤0.01%
1,538,470
-431,914
136 137
138
139 140