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
2351
$28M ﹤0.01%
784,532
+104,926
2352
$27.8M ﹤0.01%
913,883
+310,602
2353
$27.8M ﹤0.01%
1,110,911
-137,971
2354
$27.8M ﹤0.01%
1,302,072
-142,561
2355
$27.7M ﹤0.01%
1,536,987
-24,509
2356
$27.6M ﹤0.01%
790,779
-82,672
2357
$27.6M ﹤0.01%
1,527,949
-243,683
2358
$27.6M ﹤0.01%
1,598,109
+49,241
2359
$27.6M ﹤0.01%
1,686,588
+131,508
2360
$27.6M ﹤0.01%
981,665
-115,077
2361
$27.6M ﹤0.01%
302,037
-29,350
2362
$27.6M ﹤0.01%
436,347
+18,121
2363
$27.5M ﹤0.01%
509,294
+76,921
2364
$27.5M ﹤0.01%
520,542
-56,164
2365
$27.5M ﹤0.01%
523,080
-114,613
2366
$27.5M ﹤0.01%
673,181
-147,944
2367
$27.4M ﹤0.01%
1,228,221
-1,206,643
2368
$27.4M ﹤0.01%
853,437
+440,052
2369
$27.4M ﹤0.01%
431,596
-65,976
2370
$27.4M ﹤0.01%
1,761,775
+1,358,647
2371
$27.4M ﹤0.01%
1,890,566
+7,197
2372
$27.4M ﹤0.01%
1,499,177
-669,332
2373
$27.4M ﹤0.01%
826,872
-596,271
2374
$27.3M ﹤0.01%
606,431
-151,949
2375
$27.3M ﹤0.01%
719,056
-71,379
93 94
95
96 97