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
1651
$60.2M ﹤0.01%
5,744,581
+2,884,673
1652
$60M ﹤0.01%
3,838,541
-405,370
1653
$59.9M ﹤0.01%
393,192
+66,160
1654
$59.9M ﹤0.01%
467,431
+54,313
1655
$59.9M ﹤0.01%
658,728
+149,415
1656
$59.9M ﹤0.01%
468,259
+132,922
1657
$59.8M ﹤0.01%
727,685
+544,939
1658
$59.8M ﹤0.01%
2,188,488
+304,488
1659
$59.7M ﹤0.01%
1,005,167
-18,736
1660
$59.7M ﹤0.01%
2,446,886
-5,214
1661
$59.7M ﹤0.01%
4,287,373
+426,701
1662
$59.6M ﹤0.01%
2,360,191
+357,220
1663
$59.4M ﹤0.01%
4,287,261
-1,400,419
1664
$59.3M ﹤0.01%
11,496,235
+484,891
1665
$59.3M ﹤0.01%
4,456,293
+638,062
1666
$59.3M ﹤0.01%
503,477
+59,551
1667
$59.2M ﹤0.01%
1,215,531
+1,211,266
1668
$59.1M ﹤0.01%
1,021,495
-513,005
1669
$59.1M ﹤0.01%
564,726
+7,064
1670
$59.1M ﹤0.01%
2,342,020
+15,637
1671
$59.1M ﹤0.01%
1,566,774
-18,471
1672
$59M ﹤0.01%
1,227,652
-80,872
1673
$59M ﹤0.01%
1,447,362
+986,056
1674
$58.8M ﹤0.01%
2,374,837
-260,385
1675
$58.8M ﹤0.01%
936,309
-250,271
65 66
67
68 69