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
551
$401M 0.03%
4,165,136
-211,793
552
$400M 0.03%
3,903,807
-849,201
553
$398M 0.03%
14,372,371
+841,533
554
$397M 0.03%
4,854,304
-200,315
555
$394M 0.03%
1,205,726
+177,880
556
$393M 0.03%
1,484,228
-103,143
557
$393M 0.03%
6,125,289
+595,541
558
$392M 0.03%
12,585,898
+4,583,611
559
$391M 0.03%
3,232,200
+78,987
560
$391M 0.03%
4,016,422
+11,322
561
$391M 0.03%
3,913,942
-1,027,735
562
$391M 0.03%
1,823,267
+183,481
563
$391M 0.03%
2,656,726
+43,823
564
$389M 0.03%
2,951,588
+1,456,160
565
$389M 0.03%
17,534,350
+2,696,270
566
$387M 0.03%
8,970,023
+498,078
567
$386M 0.03%
2,294,529
+14,597
568
$384M 0.03%
11,227,507
+4,309,722
569
$383M 0.03%
2,439,646
+242,342
570
$382M 0.03%
9,453,467
+924,953
571
$381M 0.03%
1,800,040
+198,837
572
$378M 0.03%
2,556,617
-60,559
573
$374M 0.03%
7,714,416
+3,310,618
574
$374M 0.03%
4,206,688
+316,238
575
$374M 0.03%
3,165,128
+417,242
21 22
23
24 25