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
2126
$35.7M ﹤0.01%
316,970
+547
2127
$35.7M ﹤0.01%
355,596
+5,920
2128
$35.7M ﹤0.01%
206,113
-23,622
2129
$35.7M ﹤0.01%
662,032
+117,267
2130
$35.5M ﹤0.01%
1,025,588
+79,336
2131
$35.5M ﹤0.01%
1,588,877
-37,843
2132
$35.4M ﹤0.01%
761,273
+559,680
2133
$35.4M ﹤0.01%
516,938
+23,885
2134
$35.4M ﹤0.01%
3,060,991
+23,458
2135
$35.4M ﹤0.01%
1,001,012
-9,888
2136
$35.4M ﹤0.01%
564,260
-26,132
2137
$35.3M ﹤0.01%
537,893
-11,902
2138
$35.3M ﹤0.01%
1,649,608
+80,692
2139
$35.3M ﹤0.01%
643,063
+175,033
2140
$35.3M ﹤0.01%
421,820
+148,726
2141
$35.3M ﹤0.01%
+711,782
2142
$35.2M ﹤0.01%
458,225
-17,323
2143
$35.2M ﹤0.01%
726,716
+182,006
2144
$35.1M ﹤0.01%
650,492
-260,107
2145
$35.1M ﹤0.01%
488,340
+26,638
2146
$35M ﹤0.01%
1,279,597
+51,836
2147
$35M ﹤0.01%
288,475
-31,510
2148
$35M ﹤0.01%
2,784,443
-160,830
2149
$34.9M ﹤0.01%
1,922,030
+380,175
2150
$34.9M ﹤0.01%
2,640,879
+863,578
84 85
86
87 88