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
2426
$26.1M ﹤0.01%
2,247,180
-373,836
2427
$26.1M ﹤0.01%
642,037
-40,128
2428
$26.1M ﹤0.01%
3,094,338
+623,216
2429
$26.1M ﹤0.01%
1,157,062
-393,891
2430
$26.1M ﹤0.01%
351,824
+28,992
2431
$26M ﹤0.01%
1,055,274
+62,975
2432
$26M ﹤0.01%
856,784
+75,389
2433
$26M ﹤0.01%
749,094
-174,966
2434
$25.9M ﹤0.01%
3,790,548
+21,257
2435
$25.8M ﹤0.01%
489,019
-133,766
2436
$25.7M ﹤0.01%
1,259,143
+160,755
2437
$25.7M ﹤0.01%
974,327
-165,376
2438
$25.7M ﹤0.01%
744,172
-59,358
2439
$25.7M ﹤0.01%
216,290
-24,236
2440
$25.6M ﹤0.01%
423,626
+33,550
2441
$25.6M ﹤0.01%
3,237,524
+337,326
2442
$25.5M ﹤0.01%
1,823,404
-85,925
2443
$25.5M ﹤0.01%
1,180,859
+1,010,196
2444
$25.5M ﹤0.01%
2,575,960
+1,219,305
2445
$25.5M ﹤0.01%
215,951
-36,196
2446
$25.5M ﹤0.01%
571,922
-159,923
2447
$25.4M ﹤0.01%
690,968
-31,703
2448
$25.3M ﹤0.01%
1,403,386
+101,028
2449
$25.3M ﹤0.01%
895,801
-33,212
2450
$25.3M ﹤0.01%
567,055
+36,919
96 97
98
99 100