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
2076
$37.5M ﹤0.01%
2,346,086
-699,241
2077
$37.5M ﹤0.01%
395,949
+19,796
2078
$37.5M ﹤0.01%
6,222,321
+455,707
2079
$37.4M ﹤0.01%
951,054
+95,738
2080
$37.4M ﹤0.01%
437,600
-50,776
2081
$37.3M ﹤0.01%
711,426
-47,557
2082
$37.3M ﹤0.01%
2,378,000
-1,359,529
2083
$37.2M ﹤0.01%
2,471,797
+61,784
2084
$37.2M ﹤0.01%
501,295
-136,159
2085
$37.2M ﹤0.01%
1,503,048
-24,540
2086
$37.2M ﹤0.01%
548,211
-88,546
2087
$37.2M ﹤0.01%
1,466,720
-1,464,733
2088
$37.1M ﹤0.01%
294,303
+40,662
2089
$37.1M ﹤0.01%
6,265,007
+3,292,463
2090
$37M ﹤0.01%
1,226,797
+380,766
2091
$37M ﹤0.01%
1,372,910
-1,693,824
2092
$36.9M ﹤0.01%
1,302,409
-151,182
2093
$36.9M ﹤0.01%
1,672,479
+20,337
2094
$36.9M ﹤0.01%
3,170,285
+174,275
2095
$36.8M ﹤0.01%
2,420,005
-456,307
2096
$36.8M ﹤0.01%
1,415,747
+826,272
2097
$36.8M ﹤0.01%
3,273,062
+230,430
2098
$36.7M ﹤0.01%
1,549,437
+199,695
2099
$36.7M ﹤0.01%
963,063
+125,001
2100
$36.7M ﹤0.01%
380,087
-42,952
82 83
84
85 86