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
1226
$104M 0.01%
1,360,032
+45,170
1227
$104M 0.01%
3,531,294
-217,273
1228
$104M 0.01%
1,313,910
-203,006
1229
$104M 0.01%
2,113,976
+6,013
1230
$104M 0.01%
2,188,968
-122,669
1231
$104M 0.01%
1,926,635
+401,818
1232
$104M 0.01%
911,721
-34,122
1233
$104M 0.01%
3,765,182
+445,226
1234
$103M 0.01%
4,954,363
-159,977
1235
$103M 0.01%
2,012,777
+43,706
1236
$103M 0.01%
1,624,127
+140,374
1237
$103M 0.01%
964,534
-45,898
1238
$103M 0.01%
810,262
+127,694
1239
$103M 0.01%
989,251
-100,096
1240
$103M 0.01%
2,618,053
+74,558
1241
$103M 0.01%
1,824,178
-16,263
1242
$103M 0.01%
1,348,031
+68,618
1243
$102M 0.01%
6,317,816
+390,204
1244
$102M 0.01%
775,437
+10,915
1245
$101M 0.01%
2,784,679
+840,430
1246
$101M 0.01%
1,964,698
+69,755
1247
$101M 0.01%
512,522
+146,038
1248
$101M 0.01%
4,180,253
+210,718
1249
$101M 0.01%
5,709,038
-1,074,926
1250
$100M 0.01%
1,476,265
+188,544
48 49
50
51 52