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
1626
$61.7M ﹤0.01%
1,865,786
-174,793
1627
$61.7M ﹤0.01%
3,649,443
-340,816
1628
$61.7M ﹤0.01%
2,572,601
-367,173
1629
$61.6M ﹤0.01%
4,907,881
-5,042
1630
$61.5M ﹤0.01%
1,294,271
+48,434
1631
$61.3M ﹤0.01%
360,569
-64,018
1632
$61.3M ﹤0.01%
1,214,611
-92,672
1633
$61.3M ﹤0.01%
735,266
-130,207
1634
$61.2M ﹤0.01%
1,234,141
+59,029
1635
$61.1M ﹤0.01%
5,340,443
-33,025
1636
$61.1M ﹤0.01%
1,928,989
-374,750
1637
$60.9M ﹤0.01%
1,045,968
+3,939
1638
$60.9M ﹤0.01%
5,688,150
+94,972
1639
$60.9M ﹤0.01%
1,846,941
+6,794
1640
$60.8M ﹤0.01%
541,765
+11,920
1641
$60.8M ﹤0.01%
1,045,650
-22,241
1642
$60.7M ﹤0.01%
4,417,896
-1,581,192
1643
$60.7M ﹤0.01%
902,030
+804,541
1644
$60.6M ﹤0.01%
729,906
+97,962
1645
$60.5M ﹤0.01%
434,028
-46,955
1646
$60.5M ﹤0.01%
9,838,724
+805,382
1647
$60.5M ﹤0.01%
3,110,054
+67,972
1648
$60.3M ﹤0.01%
518,312
-40,582
1649
$60.3M ﹤0.01%
714,179
-100,057
1650
$60.2M ﹤0.01%
4,180,811
-123,494
64 65
66
67 68