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
4201
$3.21M ﹤0.01%
306,132
-6,775
4202
$3.2M ﹤0.01%
314,512
-3,742
4203
$3.2M ﹤0.01%
306,828
-182,773
4204
$3.2M ﹤0.01%
1,510,239
-14,042
4205
$3.19M ﹤0.01%
521,740
-115,977
4206
$3.19M ﹤0.01%
555,059
-24,656
4207
$3.18M ﹤0.01%
70,436
-11,189
4208
$3.18M ﹤0.01%
498,146
-269,088
4209
$3.17M ﹤0.01%
156,793
-25,759
4210
$3.16M ﹤0.01%
120,871
-37,404
4211
$3.16M ﹤0.01%
983,854
-156,484
4212
$3.15M ﹤0.01%
609,037
-11,541
4213
$3.15M ﹤0.01%
282,306
-238,693
4214
$3.14M ﹤0.01%
71,559
+15,696
4215
$3.13M ﹤0.01%
233,166
-17,605
4216
$3.12M ﹤0.01%
29,365
-5,171
4217
$3.12M ﹤0.01%
122,847
-4,281
4218
$3.11M ﹤0.01%
2,223,222
-90,547
4219
$3.11M ﹤0.01%
504,291
+31,234
4220
$3.11M ﹤0.01%
494,567
+303,698
4221
$3.11M ﹤0.01%
41,240
+9,186
4222
$3.11M ﹤0.01%
497,153
+17,827
4223
$3.1M ﹤0.01%
263,627
+49,575
4224
$3.1M ﹤0.01%
350,167
+5,802
4225
$3.08M ﹤0.01%
2,658,921
+1,118,298
167 168
169
170 171