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
1201
$107M 0.01%
519,665
+54,266
1202
$107M 0.01%
3,150,520
+1,477,163
1203
$107M 0.01%
6,862,824
+116,402
1204
$107M 0.01%
666,235
-115,658
1205
$107M 0.01%
9,520,117
+2,623,811
1206
$107M 0.01%
5,928,845
-194,647
1207
$106M 0.01%
1,098,066
-165,678
1208
$106M 0.01%
1,459,850
-220,592
1209
$106M 0.01%
13,679,522
+141,059
1210
$106M 0.01%
4,968,165
-298,715
1211
$106M 0.01%
4,810,780
-510,463
1212
$106M 0.01%
10,279,456
+387,835
1213
$106M 0.01%
3,546,942
-858,939
1214
$105M 0.01%
1,046,970
-107,439
1215
$105M 0.01%
2,939,171
+1,269,232
1216
$105M 0.01%
1,371,296
+69,471
1217
$105M 0.01%
617,492
+5,487
1218
$105M 0.01%
3,670,838
+151,041
1219
$105M 0.01%
2,614,280
-471,478
1220
$105M 0.01%
2,035,463
+279,078
1221
$105M 0.01%
2,922,779
-1,042,072
1222
$105M 0.01%
3,451,846
-447,344
1223
$105M 0.01%
3,900,590
+2,072,229
1224
$105M 0.01%
1,375,154
+14,505
1225
$105M 0.01%
1,534,243
+1,358,743
47 48
49
50 51