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
1026
$142M 0.01%
9,927,632
-78,248
1027
$142M 0.01%
503,292
-10,160
1028
$142M 0.01%
7,184,129
+667,510
1029
$142M 0.01%
709,353
+190,535
1030
$142M 0.01%
5,213,749
+541,806
1031
$141M 0.01%
4,559,489
+444,258
1032
$141M 0.01%
2,155,856
-25,609
1033
$141M 0.01%
4,935,299
+1,177,115
1034
$141M 0.01%
3,913,754
+22,100
1035
$141M 0.01%
1,358,208
+145,900
1036
$141M 0.01%
2,361,832
+479,955
1037
$140M 0.01%
1,476,518
-39,830
1038
$140M 0.01%
2,771,223
+1,788,169
1039
$140M 0.01%
2,809,970
+44,488
1040
$140M 0.01%
2,719,746
+993,635
1041
$139M 0.01%
2,971,159
+657,977
1042
$139M 0.01%
836,854
-206,983
1043
$139M 0.01%
4,717,398
+688,407
1044
$139M 0.01%
729,180
-20,941
1045
$139M 0.01%
436,989
+2,189
1046
$138M 0.01%
5,727,807
-39,910
1047
$138M 0.01%
1,484,414
-116,231
1048
$137M 0.01%
3,559,358
+122,259
1049
$137M 0.01%
3,803,304
-33,213
1050
$137M 0.01%
2,045,937
-129,664
40 41
42
43 44