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
2301
$29.4M ﹤0.01%
2,697,905
+87,490
2302
$29.4M ﹤0.01%
1,642,061
-8,542
2303
$29.4M ﹤0.01%
375,323
+57,504
2304
$29.4M ﹤0.01%
1,078,156
+207,313
2305
$29.4M ﹤0.01%
693,650
-15,568
2306
$29.3M ﹤0.01%
600,233
+6,750
2307
$29.3M ﹤0.01%
158,010
-832
2308
$29.3M ﹤0.01%
961,930
+245,518
2309
$29.3M ﹤0.01%
437,453
+210,875
2310
$29.3M ﹤0.01%
168,207
+3,122
2311
$29.1M ﹤0.01%
3,359,995
-994,054
2312
$29.1M ﹤0.01%
714,024
+31,144
2313
$29.1M ﹤0.01%
898,958
+50,899
2314
$29M ﹤0.01%
3,492,085
+569,523
2315
$29M ﹤0.01%
1,164,882
+12,377
2316
$29M ﹤0.01%
150,969
-10,847
2317
$28.9M ﹤0.01%
3,740,603
+1,697,658
2318
$28.9M ﹤0.01%
656,809
+10,321
2319
$28.9M ﹤0.01%
335,184
+31,808
2320
$28.8M ﹤0.01%
1,303,042
-22,446
2321
$28.7M ﹤0.01%
427,390
-90,498
2322
$28.7M ﹤0.01%
565,959
-102,672
2323
$28.6M ﹤0.01%
772,380
+18,447
2324
$28.6M ﹤0.01%
3,553,200
-1,447,777
2325
$28.6M ﹤0.01%
409,873
-8,426
91 92
93
94 95