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
3576
$7.08M ﹤0.01%
281,445
-23,425
3577
$7.08M ﹤0.01%
694,411
-55,060
3578
$7.07M ﹤0.01%
394,234
+21,929
3579
$7.04M ﹤0.01%
461,959
-123,374
3580
$7.04M ﹤0.01%
194,361
-2,749
3581
$7.03M ﹤0.01%
305,749
-67,887
3582
$7.03M ﹤0.01%
519,854
+207,112
3583
$7.03M ﹤0.01%
389,091
+9,062
3584
$7M ﹤0.01%
484,690
-234,970
3585
$6.99M ﹤0.01%
546,055
+165,596
3586
$6.99M ﹤0.01%
808,075
+158,047
3587
$6.98M ﹤0.01%
249,429
-29,716
3588
$6.98M ﹤0.01%
143,524
+1,976
3589
$6.98M ﹤0.01%
190,793
+96,746
3590
$6.96M ﹤0.01%
1,170,581
-804,710
3591
$6.96M ﹤0.01%
1,154,790
+342,800
3592
$6.95M ﹤0.01%
179,321
-14,458
3593
$6.94M ﹤0.01%
507,668
+3,222
3594
$6.93M ﹤0.01%
175,530
-3,800
3595
$6.92M ﹤0.01%
518,010
+46,938
3596
$6.92M ﹤0.01%
484,863
+144,579
3597
$6.9M ﹤0.01%
196,939
+24,576
3598
$6.9M ﹤0.01%
246,824
-67,051
3599
$6.89M ﹤0.01%
336,259
+16,242
3600
$6.88M ﹤0.01%
1,360,204
+350,821
142 143
144
145 146