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
1276
$96M 0.01%
730,677
-94,128
1277
$96M 0.01%
3,537,148
+494,081
1278
$95.8M 0.01%
20,564,525
-410,697
1279
$95.4M 0.01%
1,809,073
+113,390
1280
$95.2M 0.01%
2,568,282
-721,708
1281
$95.2M 0.01%
2,634,559
-532,387
1282
$95.2M 0.01%
3,785,376
-324,963
1283
$95.2M 0.01%
11,342,357
+648,323
1284
$95.1M 0.01%
3,992,048
-393,145
1285
$95.1M 0.01%
691,785
+83,540
1286
$94.9M 0.01%
1,536,893
-446,665
1287
$94.7M 0.01%
2,881,017
+175,581
1288
$94.6M 0.01%
761,596
+100,601
1289
$94.5M 0.01%
2,182,430
-464,203
1290
$94.5M 0.01%
3,740,878
+190,901
1291
$94.5M 0.01%
862,098
+13,597
1292
$94.4M 0.01%
745,588
-137,248
1293
$94.4M 0.01%
4,081,746
+466,759
1294
$93.6M 0.01%
3,019,599
-290,803
1295
$93.5M 0.01%
3,503,840
+1,309,048
1296
$93.4M 0.01%
3,019,978
+173,118
1297
$93.2M 0.01%
1,161,528
-20,733
1298
$93.2M 0.01%
889,465
-22,673
1299
$93.1M 0.01%
3,995,009
+253,926
1300
$93M 0.01%
6,452,391
+3,615,867
50 51
52
53 54