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
2276
$30.5M ﹤0.01%
1,578,924
+45,409
2277
$30.4M ﹤0.01%
522,354
-235,046
2278
$30.3M ﹤0.01%
462,333
-155,784
2279
$30.3M ﹤0.01%
+817,616
2280
$30.3M ﹤0.01%
1,468,241
+22,847
2281
$30.3M ﹤0.01%
305,542
+38,871
2282
$30.3M ﹤0.01%
2,650,308
-352,196
2283
$30.2M ﹤0.01%
1,574,499
+294,816
2284
$30.2M ﹤0.01%
422,393
-72,860
2285
$30.1M ﹤0.01%
657,198
-72,350
2286
$30.1M ﹤0.01%
698,456
-64,223
2287
$30M ﹤0.01%
1,572,783
+228,585
2288
$30M ﹤0.01%
808,940
-176,731
2289
$29.9M ﹤0.01%
2,264,119
-20,364
2290
$29.9M ﹤0.01%
1,849,588
-64,806
2291
$29.9M ﹤0.01%
2,673,179
+137,126
2292
$29.9M ﹤0.01%
5,183,168
-406,995
2293
$29.9M ﹤0.01%
546,696
+9,709
2294
$29.8M ﹤0.01%
3,464,663
-623,242
2295
$29.7M ﹤0.01%
385,821
-95,633
2296
$29.7M ﹤0.01%
4,796,144
-38,761
2297
$29.7M ﹤0.01%
1,707,874
+139,752
2298
$29.6M ﹤0.01%
498,549
+138,382
2299
$29.4M ﹤0.01%
1,838,297
+75,375
2300
$29.4M ﹤0.01%
430,908
-30,767
90 91
92
93 94