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
1601
$63.3M ﹤0.01%
468,780
+40,920
1602
$63.1M ﹤0.01%
3,463,834
+797,400
1603
$63.1M ﹤0.01%
741,631
-228,545
1604
$63.1M ﹤0.01%
594,858
+40,890
1605
$63M ﹤0.01%
195,682
-15,786
1606
$63M ﹤0.01%
1,458,277
+201,527
1607
$62.8M ﹤0.01%
1,348,382
-294,571
1608
$62.7M ﹤0.01%
4,107,867
-1,425,111
1609
$62.7M ﹤0.01%
2,388,949
+135,319
1610
$62.5M ﹤0.01%
10,611,050
+699,225
1611
$62.5M ﹤0.01%
3,008,831
+602,761
1612
$62.5M ﹤0.01%
1,329,314
+127,313
1613
$62.5M ﹤0.01%
666,931
+15,737
1614
$62.2M ﹤0.01%
2,407,291
-634,374
1615
$62.2M ﹤0.01%
1,069,829
-48,310
1616
$62.1M ﹤0.01%
1,989,031
+384,853
1617
$62.1M ﹤0.01%
4,333,027
+1,202,318
1618
$62.1M ﹤0.01%
7,089,010
-970,937
1619
$62.1M ﹤0.01%
1,215,250
+33,216
1620
$62M ﹤0.01%
1,558,597
-1,258,757
1621
$61.9M ﹤0.01%
2,316,414
-450,251
1622
$61.9M ﹤0.01%
216,911
+15,858
1623
$61.9M ﹤0.01%
747,022
-34,887
1624
$61.8M ﹤0.01%
1,293,211
+205,513
1625
$61.7M ﹤0.01%
453,559
-18,677
63 64
65
66 67