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
3451
$8.46M ﹤0.01%
836,948
-39,943
3452
$8.46M ﹤0.01%
237,967
-3,095
3453
$8.45M ﹤0.01%
170,210
+20,186
3454
$8.44M ﹤0.01%
679,781
+32,064
3455
$8.44M ﹤0.01%
2,871,038
-389,823
3456
$8.44M ﹤0.01%
119,082
-5,256
3457
$8.44M ﹤0.01%
465,670
-181,679
3458
$8.44M ﹤0.01%
357,227
-48,783
3459
$8.42M ﹤0.01%
332,226
-52,517
3460
$8.41M ﹤0.01%
490,991
+57,320
3461
$8.4M ﹤0.01%
526,473
-254,319
3462
$8.36M ﹤0.01%
1,125,261
-68,574
3463
$8.35M ﹤0.01%
762,172
-90,724
3464
$8.35M ﹤0.01%
237,857
+10,400
3465
$8.33M ﹤0.01%
364,560
-212,121
3466
$8.33M ﹤0.01%
91,401
-10,469
3467
$8.31M ﹤0.01%
263,577
-1,435
3468
$8.29M ﹤0.01%
736,489
+84,807
3469
$8.28M ﹤0.01%
3,071
-741
3470
$8.28M ﹤0.01%
359,934
+3,508
3471
$8.27M ﹤0.01%
89,159
-11,779
3472
$8.27M ﹤0.01%
209,234
+19,007
3473
$8.26M ﹤0.01%
3,593,204
+2,219,151
3474
$8.26M ﹤0.01%
703,647
+74,935
3475
$8.25M ﹤0.01%
276,684
-284,195