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
4101
$3.7M ﹤0.01%
956,936
-182,343
4102
$3.7M ﹤0.01%
2,415,584
+1,343,800
4103
$3.7M ﹤0.01%
755,767
-20,572
4104
$3.69M ﹤0.01%
164,852
+970
4105
$3.69M ﹤0.01%
199,058
-47,819
4106
$3.68M ﹤0.01%
243,567
-39,787
4107
$3.68M ﹤0.01%
183,070
-44,829
4108
$3.67M ﹤0.01%
224,820
-400,231
4109
$3.67M ﹤0.01%
495,440
+284,826
4110
$3.66M ﹤0.01%
1,457,835
+995,688
4111
$3.65M ﹤0.01%
376,339
-78,395
4112
$3.65M ﹤0.01%
481,832
-156,237
4113
$3.64M ﹤0.01%
84,062
-3,255
4114
$3.63M ﹤0.01%
251,730
+78,457
4115
$3.63M ﹤0.01%
103,705
-1,617
4116
$3.63M ﹤0.01%
180,748
-7,581
4117
$3.62M ﹤0.01%
635,719
+70,447
4118
$3.62M ﹤0.01%
89,489
-24,853
4119
$3.61M ﹤0.01%
197,294
-114,922
4120
$3.59M ﹤0.01%
1,118,576
+111,962
4121
$3.59M ﹤0.01%
79,832
+14,075
4122
$3.58M ﹤0.01%
212,035
-5,783
4123
$3.57M ﹤0.01%
159,798
-53,650
4124
$3.56M ﹤0.01%
160,179
-46,382
4125
$3.56M ﹤0.01%
87,500
+19,056
163 164
165
166 167