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
2201
$32.7M ﹤0.01%
401,434
+7,300
2202
$32.6M ﹤0.01%
4,001,155
+230,587
2203
$32.6M ﹤0.01%
654,090
-137,813
2204
$32.5M ﹤0.01%
576,185
+95,805
2205
$32.5M ﹤0.01%
802,854
+331,319
2206
$32.5M ﹤0.01%
460,244
+3,571
2207
$32.4M ﹤0.01%
506,133
-37,623
2208
$32.4M ﹤0.01%
706,726
-1,524,226
2209
$32.4M ﹤0.01%
645,387
-50,618
2210
$32.4M ﹤0.01%
322,866
-23,037
2211
$32.3M ﹤0.01%
2,180,024
+1,841,320
2212
$32.2M ﹤0.01%
2,485,192
-1,006,137
2213
$32.2M ﹤0.01%
543,452
-16,113
2214
$32.1M ﹤0.01%
399,498
-112,195
2215
$32.1M ﹤0.01%
5,019,971
+166,051
2216
$32.1M ﹤0.01%
33,376
+605
2217
$32M ﹤0.01%
1,834,413
-267,552
2218
$32M ﹤0.01%
2,381,849
-538,334
2219
$31.9M ﹤0.01%
348,122
+34,041
2220
$31.9M ﹤0.01%
345,075
+30,454
2221
$31.8M ﹤0.01%
1,467,239
+241,997
2222
$31.8M ﹤0.01%
2,978,130
+487,411
2223
$31.8M ﹤0.01%
2,895,062
+320,789
2224
$31.8M ﹤0.01%
516,852
+87,665
2225
$31.8M ﹤0.01%
330,889
+23,989
87 88
89
90 91