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
2001
$40.7M ﹤0.01%
1,959,990
+602,383
2002
$40.7M ﹤0.01%
1,011,745
-241,243
2003
$40.5M ﹤0.01%
3,032,728
+88,842
2004
$40.5M ﹤0.01%
1,995,199
+99,792
2005
$40.5M ﹤0.01%
468,324
+77,466
2006
$40.4M ﹤0.01%
2,145,117
+41,639
2007
$40.4M ﹤0.01%
1,250,710
+624,647
2008
$40.3M ﹤0.01%
3,091,001
+2,027,818
2009
$40.3M ﹤0.01%
599,060
+144,622
2010
$40.3M ﹤0.01%
511,800
-43,440
2011
$40.2M ﹤0.01%
2,529,226
-301,613
2012
$40.2M ﹤0.01%
2,799,690
+1,727,069
2013
$40.1M ﹤0.01%
1,148,704
+406,668
2014
$40.1M ﹤0.01%
940,505
-491,911
2015
$40M ﹤0.01%
517,949
+18,700
2016
$40M ﹤0.01%
746,612
+174,522
2017
$39.9M ﹤0.01%
1,082,633
+124,394
2018
$39.9M ﹤0.01%
229,295
-22,962
2019
$39.8M ﹤0.01%
4,542,069
-39,063
2020
$39.8M ﹤0.01%
212,544
+19,501
2021
$39.8M ﹤0.01%
160,600
-16,021
2022
$39.8M ﹤0.01%
341,298
-53,080
2023
$39.7M ﹤0.01%
686,577
+17,566
2024
$39.7M ﹤0.01%
1,007,149
-993,307
2025
$39.7M ﹤0.01%
679,718
+12,394
79 80
81
82 83