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
1826
$49.2M ﹤0.01%
+1,856,342
1827
$49.2M ﹤0.01%
1,386,268
+148,950
1828
$49.2M ﹤0.01%
21,106,394
-14,453,910
1829
$49.1M ﹤0.01%
1,017,224
+85,848
1830
$49.1M ﹤0.01%
2,365,014
-1,119,322
1831
$49.1M ﹤0.01%
642,589
+20,219
1832
$49.1M ﹤0.01%
464,910
+68,215
1833
$49.1M ﹤0.01%
7,850,244
+1,302,227
1834
$49.1M ﹤0.01%
275,261
-14,929
1835
$49M ﹤0.01%
1,677,107
+74,363
1836
$49M ﹤0.01%
4,648,094
-2,009,094
1837
$49M ﹤0.01%
1,432,975
+262,148
1838
$49M ﹤0.01%
529,649
+347,957
1839
$49M ﹤0.01%
879,202
-61,568
1840
$48.9M ﹤0.01%
539,569
+5,628
1841
$48.9M ﹤0.01%
1,395,260
-23,111
1842
$48.8M ﹤0.01%
1,911,084
+85,191
1843
$48.8M ﹤0.01%
1,271,903
+29,122
1844
$48.6M ﹤0.01%
352,460
-67,718
1845
$48.6M ﹤0.01%
938,032
+23,282
1846
$48.6M ﹤0.01%
246,328
-60,188
1847
$48.5M ﹤0.01%
4,073,463
-127,974
1848
$48.5M ﹤0.01%
2,623,388
-51,483
1849
$48.4M ﹤0.01%
1,196,185
+33,464
1850
$48.4M ﹤0.01%
949,434
-124,383
72 73
74
75 76