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
1401
$81.5M 0.01%
1,986,273
+775,079
1402
$81.4M 0.01%
4,882,125
+77,332
1403
$81.3M 0.01%
3,782,803
+1,412,705
1404
$80.9M 0.01%
7,455,290
-294,306
1405
$80.9M 0.01%
2,050,548
-113,886
1406
$80.8M 0.01%
1,059,656
-291,709
1407
$80.8M 0.01%
561,837
-72,804
1408
$80.4M 0.01%
2,811,711
-611,124
1409
$80.3M 0.01%
2,734,992
-780,958
1410
$80.3M 0.01%
1,110,599
-187,200
1411
$80.3M 0.01%
1,879,567
-886,556
1412
$80.3M 0.01%
3,859,271
-223,604
1413
$80.2M 0.01%
889,069
+134,594
1414
$80.1M 0.01%
576,960
-43,271
1415
$80M 0.01%
9,850,063
+6,822,796
1416
$80M 0.01%
3,714,070
+391,746
1417
$79.8M 0.01%
747,848
-8,516
1418
$79.6M 0.01%
2,397,896
+705,023
1419
$79.6M 0.01%
555,106
-80,623
1420
$79.5M 0.01%
2,751,520
+831,998
1421
$79.5M 0.01%
993,645
+41,386
1422
$79.4M 0.01%
20,847,481
-3,552,464
1423
$79.4M 0.01%
1,322,230
-240,858
1424
$79.3M 0.01%
4,521,198
+1,740,687
1425
$79.2M 0.01%
6,875,594
+563,018
55 56
57
58 59