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
901
$181M 0.01%
1,281,597
+119,459
902
$181M 0.01%
2,696,921
-144,212
903
$181M 0.01%
2,246,465
-62,857
904
$180M 0.01%
4,705,075
+2,062,056
905
$180M 0.01%
1,963,884
-216,262
906
$179M 0.01%
7,248,699
+15,032
907
$179M 0.01%
722,372
-2,482
908
$179M 0.01%
2,286,868
+147,609
909
$178M 0.01%
874,348
+22,856
910
$178M 0.01%
3,943,150
-9,713,461
911
$177M 0.01%
1,692,584
-190,472
912
$177M 0.01%
355,233
+9,333
913
$177M 0.01%
12,383,192
+222,157
914
$177M 0.01%
12,963,555
+402,380
915
$176M 0.01%
1,538,529
+277,150
916
$176M 0.01%
803,560
+67,165
917
$175M 0.01%
6,602,933
+1,481,767
918
$175M 0.01%
2,843,532
+98,828
919
$175M 0.01%
1,449,755
-229,658
920
$174M 0.01%
3,822,684
+1,905,335
921
$174M 0.01%
1,527,786
-385,452
922
$173M 0.01%
641,765
-85,459
923
$173M 0.01%
3,183,421
+301,946
924
$173M 0.01%
2,067,738
+372,732
925
$172M 0.01%
755,470
+33,916
35 36
37
38 39