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
1851
$48.4M ﹤0.01%
3,674,530
+118,936
1852
$48.4M ﹤0.01%
966,643
+94,875
1853
$48.3M ﹤0.01%
2,196,195
+790,966
1854
$48.3M ﹤0.01%
746,625
+147,046
1855
$48.1M ﹤0.01%
2,372,182
-151,578
1856
$48.1M ﹤0.01%
2,601,222
+170,756
1857
$48.1M ﹤0.01%
1,294,844
-956,332
1858
$48M ﹤0.01%
1,105,018
-343,392
1859
$47.9M ﹤0.01%
196,624
-51,662
1860
$47.8M ﹤0.01%
1,346,208
+213,308
1861
$47.8M ﹤0.01%
1,219,220
+28,743
1862
$47.8M ﹤0.01%
910,949
-322,837
1863
$47.7M ﹤0.01%
823,945
+54,077
1864
$47.6M ﹤0.01%
1,053,564
+193,287
1865
$47.5M ﹤0.01%
323,705
-27,399
1866
$47.5M ﹤0.01%
1,787,334
-200,829
1867
$47.4M ﹤0.01%
1,030,049
-173,602
1868
$47.4M ﹤0.01%
4,544,169
+2,133,987
1869
$47.2M ﹤0.01%
2,034,138
+293,219
1870
$47.2M ﹤0.01%
405,539
-9,165
1871
$47.1M ﹤0.01%
423,717
+44,530
1872
$47M ﹤0.01%
1,095,233
+206,148
1873
$47M ﹤0.01%
2,148,840
+154,432
1874
$47M ﹤0.01%
6,596,294
+3,151,391
1875
$46.8M ﹤0.01%
1,118,451
+142,294
73 74
75
76 77