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
1301
$93M 0.01%
3,011,805
-514,819
1302
$93M 0.01%
702,994
-87,464
1303
$92.8M 0.01%
802,521
-1,299,845
1304
$92.7M 0.01%
2,511,368
-241,205
1305
$92.7M 0.01%
1,533,554
+47,551
1306
$92.6M 0.01%
1,435,969
+3,101
1307
$92.4M 0.01%
2,793,572
-310,025
1308
$92.3M 0.01%
1,574,304
+618,041
1309
$92M 0.01%
1,070,260
-15,533
1310
$91.8M 0.01%
4,374,709
+1,103,078
1311
$91.8M 0.01%
3,138,433
+743,323
1312
$91.6M 0.01%
13,840,312
+8,085,829
1313
$91.4M 0.01%
1,946,570
+191,026
1314
$91.3M 0.01%
299,806
+62,339
1315
$91.2M 0.01%
845,544
-215,930
1316
$91.2M 0.01%
3,771,198
+169,781
1317
$91.1M 0.01%
2,280,835
-730,350
1318
$91M 0.01%
6,388,316
+83,356
1319
$90.7M 0.01%
2,051,624
+799,602
1320
$90.6M 0.01%
3,876,224
+186,321
1321
$90.5M 0.01%
925,366
+78,696
1322
$90.3M 0.01%
3,936,318
+340,051
1323
$90.2M 0.01%
1,083,941
+403,838
1324
$90.1M 0.01%
4,641,133
-467,438
1325
$90M 0.01%
426,605
-19,540
51 52
53
54 55