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
1801
$50.9M ﹤0.01%
2,707,596
+966,922
1802
$50.8M ﹤0.01%
2,497,348
+147,781
1803
$50.7M ﹤0.01%
395,794
+4,956
1804
$50.7M ﹤0.01%
573,435
+145,942
1805
$50.7M ﹤0.01%
929,961
+213,193
1806
$50.7M ﹤0.01%
1,287,654
+420,643
1807
$50.6M ﹤0.01%
2,183,723
+972,932
1808
$50.5M ﹤0.01%
686,253
-54,860
1809
$50.3M ﹤0.01%
357,385
+7,767
1810
$50.3M ﹤0.01%
568,699
+64,356
1811
$50.3M ﹤0.01%
1,830,487
+860,146
1812
$50M ﹤0.01%
1,024,820
-168,426
1813
$50M ﹤0.01%
1,052,618
-154,140
1814
$50M ﹤0.01%
494,799
+121,667
1815
$50M ﹤0.01%
1,567,004
-299,218
1816
$50M ﹤0.01%
683,101
-63,060
1817
$49.8M ﹤0.01%
7,940,734
-53,546
1818
$49.7M ﹤0.01%
5,375,426
+763,239
1819
$49.6M ﹤0.01%
1,208,297
+762,495
1820
$49.6M ﹤0.01%
266,633
+6,194
1821
$49.4M ﹤0.01%
959,478
-146,387
1822
$49.4M ﹤0.01%
1,412,306
+713,325
1823
$49.3M ﹤0.01%
4,153,509
-2,065,616
1824
$49.3M ﹤0.01%
4,694,468
+1,157,496
1825
$49.3M ﹤0.01%
5,172,071
71 72
73
74 75