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
326
$785M 0.06%
1,792,446
-223,572
327
$783M 0.06%
1,804,660
+134,865
328
$782M 0.06%
4,451,015
+51,907
329
$781M 0.06%
2,260,140
-107,813
330
$771M 0.06%
8,761,576
+943,473
331
$763M 0.05%
7,315,430
+255,642
332
$763M 0.05%
16,605,435
-3,496,740
333
$763M 0.05%
5,055,820
-427,372
334
$762M 0.05%
5,359,324
+191,703
335
$752M 0.05%
10,256,188
+67,598
336
$746M 0.05%
5,705,905
+965,103
337
$746M 0.05%
1,329,304
+2,561
338
$740M 0.05%
11,248,559
+1,399,525
339
$738M 0.05%
11,714,057
+553,697
340
$735M 0.05%
7,919,798
+917,784
341
$734M 0.05%
4,574,272
-94,492
342
$733M 0.05%
3,932,705
+75,488
343
$730M 0.05%
6,166,728
-2,471,940
344
$728M 0.05%
11,247,055
+1,346,169
345
$724M 0.05%
3,098,504
+129,145
346
$721M 0.05%
10,468,999
+148,562
347
$718M 0.05%
6,150,965
+70,586
348
$718M 0.05%
7,369,697
-202,418
349
$713M 0.05%
6,163,096
+315,662
350
$712M 0.05%
16,727,509
+608,279
12 13
14
15 16