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
1776
$52.4M ﹤0.01%
722,885
+59,315
1777
$52.3M ﹤0.01%
12,115,975
+285,398
1778
$52.2M ﹤0.01%
818,812
-46,415
1779
$52.1M ﹤0.01%
1,542,012
-127,068
1780
$52.1M ﹤0.01%
3,390,286
+1,200,342
1781
$52.1M ﹤0.01%
8,634,063
+1,648,624
1782
$52M ﹤0.01%
2,599,460
+5,754
1783
$52M ﹤0.01%
1,990,104
-107,086
1784
$51.9M ﹤0.01%
721,968
+81,995
1785
$51.9M ﹤0.01%
2,924,646
-22,001
1786
$51.8M ﹤0.01%
2,667,027
+494,655
1787
$51.8M ﹤0.01%
1,354,723
+88,166
1788
$51.8M ﹤0.01%
1,498,619
+247,002
1789
$51.7M ﹤0.01%
1,742,921
+50,658
1790
$51.6M ﹤0.01%
2,377,983
+197,791
1791
$51.6M ﹤0.01%
5,010,528
+262,153
1792
$51.5M ﹤0.01%
7,819,466
+1,752,296
1793
$51.5M ﹤0.01%
642,790
+18,801
1794
$51.5M ﹤0.01%
945,075
+155,162
1795
$51.3M ﹤0.01%
840,623
+76,557
1796
$51.3M ﹤0.01%
947,450
-170,558
1797
$51.1M ﹤0.01%
669,627
-216,218
1798
$51.1M ﹤0.01%
1,772,227
+55,004
1799
$51M ﹤0.01%
4,757,244
+219,379
1800
$51M ﹤0.01%
4,166,152
-396,604
70 71
72
73 74