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
1551
$67M ﹤0.01%
3,160,672
-209,079
1552
$66.9M ﹤0.01%
2,063,400
+1,078,390
1553
$66.9M ﹤0.01%
1,511,865
+27,459
1554
$66.8M ﹤0.01%
1,275,594
+230,142
1555
$66.8M ﹤0.01%
593,726
+103,221
1556
$66.8M ﹤0.01%
1,700,400
-392,168
1557
$66.7M ﹤0.01%
2,634,457
+1,025,951
1558
$66.7M ﹤0.01%
628,878
-108,736
1559
$66.7M ﹤0.01%
1,101,388
-208,054
1560
$66.6M ﹤0.01%
703,836
-116,581
1561
$66.6M ﹤0.01%
3,232,129
-1,525,540
1562
$66.6M ﹤0.01%
2,648,371
-8,427
1563
$66.4M ﹤0.01%
3,716,018
-609,911
1564
$66.2M ﹤0.01%
2,148,078
+73,726
1565
$66.2M ﹤0.01%
3,471,510
+92,562
1566
$65.9M ﹤0.01%
470,271
+85,023
1567
$65.9M ﹤0.01%
1,567,814
+331,133
1568
$65.9M ﹤0.01%
291,996
+71,414
1569
$65.7M ﹤0.01%
587,546
+17,279
1570
$65.6M ﹤0.01%
809,679
-63,464
1571
$65.5M ﹤0.01%
2,796,195
+1,276,658
1572
$65.5M ﹤0.01%
1,688,236
-322,025
1573
$65.4M ﹤0.01%
10,518,436
-145,685
1574
$65.3M ﹤0.01%
1,001,083
+111,365
1575
$65.2M ﹤0.01%
870,850
-25,261
61 62
63
64 65