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
1126
$119M 0.01%
2,072,115
+158,664
1127
$118M 0.01%
2,150,012
-21,351
1128
$118M 0.01%
1,147,030
-438,535
1129
$118M 0.01%
915,864
-39,358
1130
$118M 0.01%
5,027,653
-55,183
1131
$118M 0.01%
1,361,322
-192,469
1132
$118M 0.01%
1,451,649
+12,081
1133
$118M 0.01%
1,858,886
-141,805
1134
$117M 0.01%
5,346,643
+462,103
1135
$117M 0.01%
927,171
-242,117
1136
$117M 0.01%
674,751
+11,996
1137
$117M 0.01%
2,852,321
-827,882
1138
$117M 0.01%
4,120,253
+1,006,814
1139
$117M 0.01%
808,247
-507,848
1140
$117M 0.01%
1,162,512
-16,458
1141
$116M 0.01%
1,998,126
+273,524
1142
$116M 0.01%
3,236,911
-185,397
1143
$116M 0.01%
2,067,810
-219,254
1144
$116M 0.01%
2,674,834
+1,000,020
1145
$116M 0.01%
2,298,814
-27,695
1146
$115M 0.01%
8,736,296
-2,522,619
1147
$115M 0.01%
394,129
-3,613
1148
$115M 0.01%
1,223,823
+40,038
1149
$115M 0.01%
721,387
+23,209
1150
$115M 0.01%
5,681,119
+432,380
44 45
46
47 48