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
4601
$1.71M ﹤0.01%
839,669
+309,376
4602
$1.71M ﹤0.01%
98,822
+2,098
4603
$1.71M ﹤0.01%
35,464
-14,524
4604
$1.71M ﹤0.01%
107,811
-17,204
4605
$1.71M ﹤0.01%
67,650
+12,916
4606
$1.71M ﹤0.01%
33,088
-4,129
4607
$1.7M ﹤0.01%
210,203
+1,032
4608
$1.7M ﹤0.01%
203,043
-22,308
4609
$1.7M ﹤0.01%
631,637
+209,565
4610
$1.7M ﹤0.01%
451,691
-572,786
4611
$1.7M ﹤0.01%
43,574
+6,303
4612
$1.69M ﹤0.01%
52,027
-2,785
4613
$1.69M ﹤0.01%
60,000
4614
$1.69M ﹤0.01%
19,945
-880
4615
$1.69M ﹤0.01%
451,973
-152,927
4616
$1.68M ﹤0.01%
437,281
+401,748
4617
$1.68M ﹤0.01%
180,590
+106,441
4618
$1.68M ﹤0.01%
474,418
+10,198
4619
$1.67M ﹤0.01%
102,869
+34,633
4620
$1.67M ﹤0.01%
185,805
+6,389
4621
$1.66M ﹤0.01%
14,014
-6,168
4622
$1.66M ﹤0.01%
148,404
-9,965
4623
$1.66M ﹤0.01%
440,923
-100,826
4624
$1.66M ﹤0.01%
234,147
-177,001
4625
$1.64M ﹤0.01%
210,861
+4,560
183 184
185
186 187