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
1951
$42.8M ﹤0.01%
1,045,703
+210,493
1952
$42.7M ﹤0.01%
1,252,293
-37,954
1953
$42.7M ﹤0.01%
1,089,148
+137,096
1954
$42.7M ﹤0.01%
2,953,047
+6,506
1955
$42.5M ﹤0.01%
987,239
+25,707
1956
$42.5M ﹤0.01%
1,963,618
+1,391,579
1957
$42.3M ﹤0.01%
1,106,229
+275,420
1958
$42.3M ﹤0.01%
889,293
+230,990
1959
$42.2M ﹤0.01%
2,937,467
+1,012,958
1960
$42.2M ﹤0.01%
1,318,479
-814,488
1961
$42.2M ﹤0.01%
1,777,288
-29,117
1962
$42.2M ﹤0.01%
1,886,296
-505,346
1963
$42.1M ﹤0.01%
1,111,281
-14,257
1964
$42.1M ﹤0.01%
1,981,721
-893,773
1965
$42M ﹤0.01%
1,575,462
+162,774
1966
$42M ﹤0.01%
1,054,487
+333,191
1967
$41.9M ﹤0.01%
995,313
-166,361
1968
$41.9M ﹤0.01%
1,197,942
-419,902
1969
$41.9M ﹤0.01%
624,148
-33,647
1970
$41.8M ﹤0.01%
1,869,839
+31,969
1971
$41.8M ﹤0.01%
1,376,964
+152,871
1972
$41.8M ﹤0.01%
1,670,834
+898,202
1973
$41.8M ﹤0.01%
2,339,974
+667,717
1974
$41.7M ﹤0.01%
1,524,118
-160,719
1975
$41.7M ﹤0.01%
3,598,574
+216,165
77 78
79
80 81