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
1176
$112M 0.01%
751,202
+80,407
1177
$111M 0.01%
3,569,408
+409,447
1178
$111M 0.01%
1,745,347
+1,743,467
1179
$111M 0.01%
2,187,154
-839,610
1180
$111M 0.01%
376,845
-76,807
1181
$110M 0.01%
1,078,691
-35,132
1182
$110M 0.01%
830,500
-7,969
1183
$110M 0.01%
2,909,533
+310,003
1184
$110M 0.01%
841,474
-118,193
1185
$110M 0.01%
626,152
-235,484
1186
$109M 0.01%
2,203,280
+227,446
1187
$109M 0.01%
1,181,716
-63,074
1188
$109M 0.01%
232,172
-9,495
1189
$109M 0.01%
836,493
-79,244
1190
$109M 0.01%
2,992,290
+86,233
1191
$109M 0.01%
1,897,465
-227,902
1192
$108M 0.01%
2,572,032
+2,046,611
1193
$108M 0.01%
857,929
-85,684
1194
$108M 0.01%
1,550,078
-260,547
1195
$108M 0.01%
1,020,190
-59,526
1196
$108M 0.01%
17,052,318
-31,637,067
1197
$108M 0.01%
573,176
+25,334
1198
$108M 0.01%
2,530,652
-117,601
1199
$108M 0.01%
319,354
+142,414
1200
$108M 0.01%
4,555,055
+467,956
46 47
48
49 50