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
351
$705M 0.05%
2,282,698
+134,845
352
$704M 0.05%
3,509,979
-315,194
353
$703M 0.05%
15,353,860
-136,310
354
$701M 0.05%
2,725,870
-23,398
355
$700M 0.05%
7,254,690
+460,472
356
$699M 0.05%
3,896,113
-449,296
357
$698M 0.05%
1,901,334
+402,361
358
$696M 0.05%
1,658,345
+25,306
359
$694M 0.05%
1,193,872
-29,615
360
$693M 0.05%
2,908,946
+256,598
361
$691M 0.05%
4,524,744
+160,303
362
$689M 0.05%
6,171,492
-433,536
363
$689M 0.05%
7,832,092
-1,003,773
364
$685M 0.05%
13,778,033
+911,538
365
$680M 0.05%
15,468,085
+1,994,247
366
$678M 0.05%
2,772,686
+57,462
367
$676M 0.05%
11,892,585
+1,103,594
368
$676M 0.05%
4,906,634
-172,591
369
$674M 0.05%
8,442,753
-168,412
370
$671M 0.05%
2,562,761
-165,048
371
$670M 0.05%
2,183,914
-773
372
$669M 0.05%
2,619,446
+73,066
373
$669M 0.05%
3,018,001
+1,165,913
374
$668M 0.05%
1,180,785
-687,857
375
$666M 0.05%
3,870,040
-166,974
13 14
15
16 17