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
1076
$129M 0.01%
1,796,026
-340,876
1077
$129M 0.01%
18,001,694
+10,348,357
1078
$128M 0.01%
2,202,854
+116,274
1079
$128M 0.01%
3,241,771
-14,715
1080
$128M 0.01%
3,536,004
+239,180
1081
$128M 0.01%
1,044,970
+60,053
1082
$128M 0.01%
2,024,900
-63,870
1083
$128M 0.01%
4,094,941
+1,659,029
1084
$127M 0.01%
384,828
+166,347
1085
$127M 0.01%
2,553,458
-86,954
1086
$127M 0.01%
3,334,613
+547,844
1087
$126M 0.01%
2,223,901
-69,941
1088
$126M 0.01%
1,972,122
+980,467
1089
$126M 0.01%
385,654
+9,689
1090
$125M 0.01%
1,196,208
-388,039
1091
$125M 0.01%
2,339,321
-430,338
1092
$125M 0.01%
14,374,396
-387,087
1093
$125M 0.01%
2,216,129
+133,322
1094
$124M 0.01%
1,407,294
+610,647
1095
$124M 0.01%
1,621,725
-4,870
1096
$124M 0.01%
2,747,521
+113,585
1097
$124M 0.01%
816,341
-1,557,384
1098
$124M 0.01%
1,940,964
-13,066
1099
$124M 0.01%
1,113,624
+7,140
1100
$123M 0.01%
2,477,719
+799,852
42 43
44
45 46