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
3926
$4.58M ﹤0.01%
194,273
+95,242
3927
$4.58M ﹤0.01%
63,208
-1,142
3928
$4.58M ﹤0.01%
92,000
-8,000
3929
$4.57M ﹤0.01%
629,229
+287,278
3930
$4.57M ﹤0.01%
131,576
-68,271
3931
$4.56M ﹤0.01%
86,869
-1,161
3932
$4.55M ﹤0.01%
354,652
-5,798
3933
$4.55M ﹤0.01%
55,467
+16,531
3934
$4.55M ﹤0.01%
251,644
-92,589
3935
$4.53M ﹤0.01%
104,380
-22,374
3936
$4.52M ﹤0.01%
152,576
+27,287
3937
$4.51M ﹤0.01%
209,964
+47,967
3938
$4.51M ﹤0.01%
493,118
-149,484
3939
$4.51M ﹤0.01%
60,133
+5,215
3940
$4.51M ﹤0.01%
1,147,262
-1,000,051
3941
$4.51M ﹤0.01%
62,998
-10,563
3942
$4.5M ﹤0.01%
168,926
+1,244
3943
$4.5M ﹤0.01%
163,397
+10,170
3944
$4.5M ﹤0.01%
264,322
-114,586
3945
$4.5M ﹤0.01%
3,188,099
+733,813
3946
$4.48M ﹤0.01%
287,452
+60,468
3947
$4.48M ﹤0.01%
3,293,535
-37,005
3948
$4.48M ﹤0.01%
199,480
-40,998
3949
$4.47M ﹤0.01%
268,314
-202,053
3950
$4.45M ﹤0.01%
422,881
-19,876
156 157
158
159 160