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
4001
$4.21M ﹤0.01%
916,720
-423,783
4002
$4.2M ﹤0.01%
159,150
-41,947
4003
$4.19M ﹤0.01%
411,354
-1,235
4004
$4.17M ﹤0.01%
1,593,186
+292,416
4005
$4.17M ﹤0.01%
1,830,357
+1,166,917
4006
$4.17M ﹤0.01%
21,743
-10,757
4007
$4.16M ﹤0.01%
74,060
-4,102
4008
$4.15M ﹤0.01%
29,707
+452
4009
$4.15M ﹤0.01%
395,361
+280,517
4010
$4.15M ﹤0.01%
664,023
+265,069
4011
$4.15M ﹤0.01%
83,063
-1,934
4012
$4.14M ﹤0.01%
70,689
-32,215
4013
$4.14M ﹤0.01%
774,986
+15,949
4014
$4.14M ﹤0.01%
82,178
+14,975
4015
$4.13M ﹤0.01%
50,010
-4,587
4016
$4.12M ﹤0.01%
371,813
-33,788
4017
$4.12M ﹤0.01%
3,051,514
+2,269,510
4018
$4.1M ﹤0.01%
170,161
+11,621
4019
$4.09M ﹤0.01%
63,810
+13,383
4020
$4.09M ﹤0.01%
132,168
-5,682
4021
$4.08M ﹤0.01%
272,060
-284,047
4022
$4.07M ﹤0.01%
103,197
-5,159
4023
$4.06M ﹤0.01%
410,477
-27,323
4024
$4.06M ﹤0.01%
55,012
-20,700
4025
$4.06M ﹤0.01%
746,020
+327,330
159 160
161
162 163