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
1701
$56.5M ﹤0.01%
845,710
+569,017
1702
$56.4M ﹤0.01%
854,608
-143,461
1703
$56.4M ﹤0.01%
1,975,489
+7,024
1704
$56.2M ﹤0.01%
3,581,681
+255,538
1705
$56.1M ﹤0.01%
1,370,981
+483,210
1706
$56.1M ﹤0.01%
1,008,562
-40,191
1707
$56.1M ﹤0.01%
915,305
+1,558
1708
$56.1M ﹤0.01%
3,870,215
+156,681
1709
$56M ﹤0.01%
6,711,958
-553,277
1710
$56M ﹤0.01%
1,431,609
-67,414
1711
$56M ﹤0.01%
4,160,342
-90,517
1712
$55.9M ﹤0.01%
5,281,861
-100,137
1713
$55.8M ﹤0.01%
724,498
+127,906
1714
$55.8M ﹤0.01%
2,092,859
+2,028,330
1715
$55.6M ﹤0.01%
476,703
+24,654
1716
$55.6M ﹤0.01%
1,189,659
+168,709
1717
$55.6M ﹤0.01%
2,838,928
+33,047
1718
$55.6M ﹤0.01%
2,260,438
-99,618
1719
$55.5M ﹤0.01%
1,067,596
-159,640
1720
$55.5M ﹤0.01%
814,951
+222,587
1721
$55.4M ﹤0.01%
6,759,234
-417,445
1722
$55.4M ﹤0.01%
3,431,311
-397,881
1723
$55.3M ﹤0.01%
292,738
-191
1724
$55.2M ﹤0.01%
2,003,841
+53,332
1725
$55.2M ﹤0.01%
2,658,519
+247,843
67 68
69
70 71