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
1051
$137M 0.01%
7,042,075
+109,435
1052
$137M 0.01%
1,405,410
+17,590
1053
$137M 0.01%
2,345,720
+43,652
1054
$136M 0.01%
6,176,314
+5,645
1055
$136M 0.01%
24,698,844
+1,899,184
1056
$136M 0.01%
2,668,759
-202,273
1057
$135M 0.01%
3,059,602
+478,578
1058
$135M 0.01%
1,463,220
-343,936
1059
$135M 0.01%
2,630,669
+399,483
1060
$134M 0.01%
1,154,733
-185,627
1061
$134M 0.01%
2,466,608
+24,633
1062
$134M 0.01%
11,005,823
-265,691
1063
$133M 0.01%
846,343
+29,115
1064
$133M 0.01%
1,727,313
+330,522
1065
$133M 0.01%
1,222,038
+90,539
1066
$133M 0.01%
1,487,879
-7,683
1067
$133M 0.01%
4,475,874
-247,938
1068
$132M 0.01%
762,358
-29,460
1069
$132M 0.01%
1,983,944
+15,987
1070
$132M 0.01%
831,719
-207,335
1071
$131M 0.01%
9,224,414
-498,282
1072
$131M 0.01%
2,112,006
-67,495
1073
$130M 0.01%
2,133,777
-70,669
1074
$130M 0.01%
782,525
-11,974
1075
$130M 0.01%
420,795
+9,043
41 42
43
44 45