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
1876
$46.8M ﹤0.01%
5,373,676
+282,047
1877
$46.6M ﹤0.01%
1,396,355
+41,902
1878
$46.6M ﹤0.01%
2,314,630
+741,264
1879
$46.6M ﹤0.01%
190,906
+5,048
1880
$46.5M ﹤0.01%
835,691
+48,553
1881
$46.4M ﹤0.01%
1,292,687
+1,065,935
1882
$46.3M ﹤0.01%
344,630
-39,452
1883
$46.1M ﹤0.01%
2,183,390
+1,254,481
1884
$46M ﹤0.01%
1,213,669
+50,143
1885
$46M ﹤0.01%
8,192,469
-51,446
1886
$45.9M ﹤0.01%
1,049,723
+260,875
1887
$45.8M ﹤0.01%
474,414
+79,665
1888
$45.8M ﹤0.01%
945,348
+151,650
1889
$45.7M ﹤0.01%
574,798
+101,252
1890
$45.7M ﹤0.01%
637,996
-47,549
1891
$45.6M ﹤0.01%
1,238,897
+1,053,237
1892
$45.6M ﹤0.01%
1,979,764
-101,988
1893
$45.6M ﹤0.01%
2,501,317
+31,079
1894
$45.5M ﹤0.01%
621,654
+169,465
1895
$45.5M ﹤0.01%
316,068
-47,713
1896
$45.4M ﹤0.01%
790,500
+44,682
1897
$45.4M ﹤0.01%
440,201
-1,797
1898
$45.3M ﹤0.01%
1,934,964
-360,800
1899
$45.3M ﹤0.01%
4,780,688
+4,210,320
1900
$45.1M ﹤0.01%
5,542,932
+3,793,446
74 75
76
77 78