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
1501
$71.4M 0.01%
7,911,096
+419,526
1502
$71.4M 0.01%
2,569,404
+1,721,022
1503
$71.4M 0.01%
2,750,583
-220,189
1504
$71.3M 0.01%
3,590,098
+48,663
1505
$71.2M 0.01%
4,176,441
-18,095
1506
$71.2M 0.01%
3,634,691
+170,439
1507
$71M 0.01%
3,123,394
+32,489
1508
$71M 0.01%
1,961,830
+1,169,531
1509
$70.9M 0.01%
463,077
-3,101
1510
$70.9M 0.01%
682,166
+136,080
1511
$70.9M 0.01%
1,248,254
+93,716
1512
$70.6M 0.01%
1,289,460
-80,034
1513
$70.4M 0.01%
1,178,992
+296,604
1514
$70.3M 0.01%
705,088
+159,772
1515
$69.9M 0.01%
439,118
-145,510
1516
$69.9M 0.01%
2,044,755
-136,022
1517
$69.7M 0.01%
618,539
+24,910
1518
$69.5M 0.01%
2,252,471
-271,713
1519
$69.4M 0.01%
433,948
-87,648
1520
$69.4M 0.01%
8,446,481
+418,921
1521
$69.3M 0.01%
970,692
+56,568
1522
$69.3M 0.01%
1,138,318
+82,654
1523
$69.2M ﹤0.01%
709,100
-275,932
1524
$69.2M ﹤0.01%
768,091
-35,268
1525
$69.2M ﹤0.01%
1,351,929
+80,379
59 60
61
62 63