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
401
$615M 0.04%
9,900,794
+112,654
402
$611M 0.04%
17,709,552
+1,268,823
403
$609M 0.04%
3,805,980
+16,166
404
$608M 0.04%
3,315,573
-4,741,716
405
$605M 0.04%
3,842,743
+148,244
406
$604M 0.04%
12,238,887
-1,960,206
407
$600M 0.04%
3,110,518
+304,914
408
$599M 0.04%
2,634,516
-20,295
409
$598M 0.04%
5,172,462
+230,949
410
$598M 0.04%
5,431,273
+63,272
411
$595M 0.04%
9,330,892
+479,295
412
$594M 0.04%
4,648,501
-299,262
413
$593M 0.04%
12,291,582
+769,583
414
$591M 0.04%
4,126,617
-276,047
415
$591M 0.04%
3,353,914
-225,200
416
$589M 0.04%
5,329,183
-255,475
417
$589M 0.04%
2,319,382
-79,682
418
$586M 0.04%
5,603,500
+236,848
419
$578M 0.04%
11,413,116
+5,426,108
420
$578M 0.04%
5,125,473
+1,726,240
421
$577M 0.04%
2,435,421
-41,034
422
$577M 0.04%
2,037,444
-245,509
423
$575M 0.04%
5,208,081
+48,848
424
$573M 0.04%
7,128,786
+124,022
425
$572M 0.04%
3,161,280
+391,408
15 16
17
18 19