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
1751
$53.8M ﹤0.01%
44,769
-189
1752
$53.7M ﹤0.01%
1,286,017
+130,004
1753
$53.7M ﹤0.01%
439,245
+5,782
1754
$53.6M ﹤0.01%
955,668
-9,659
1755
$53.6M ﹤0.01%
188,273
-15,222
1756
$53.6M ﹤0.01%
2,806,787
-753,437
1757
$53.5M ﹤0.01%
1,342,429
-489,163
1758
$53.5M ﹤0.01%
2,124,960
-230,439
1759
$53.3M ﹤0.01%
457,416
-119,442
1760
$53.3M ﹤0.01%
1,394,102
+596,887
1761
$53.3M ﹤0.01%
14,370,246
+2,733,074
1762
$53.3M ﹤0.01%
2,253,999
+129,304
1763
$53.2M ﹤0.01%
717,270
-88,836
1764
$53.2M ﹤0.01%
1,440,982
-310,847
1765
$53.1M ﹤0.01%
523,518
-46,996
1766
$53.1M ﹤0.01%
328,981
+486
1767
$53M ﹤0.01%
2,320,672
-92,962
1768
$53M ﹤0.01%
642,011
-43,405
1769
$53M ﹤0.01%
1,854,280
+567,683
1770
$52.9M ﹤0.01%
173,588
-57,321
1771
$52.9M ﹤0.01%
537,456
+42,771
1772
$52.7M ﹤0.01%
9,791,815
+76,266
1773
$52.6M ﹤0.01%
679,638
+481,911
1774
$52.6M ﹤0.01%
11,583,338
-365,229
1775
$52.4M ﹤0.01%
1,109,642
+71,824
69 70
71
72 73