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
2451
$25.3M ﹤0.01%
645,125
+208,893
2452
$25.2M ﹤0.01%
1,204,866
-78,936
2453
$25.2M ﹤0.01%
2,089,528
+296,944
2454
$25.2M ﹤0.01%
802,275
-2,930
2455
$25.2M ﹤0.01%
1,905,342
-34,454
2456
$25.2M ﹤0.01%
507,380
+11,897
2457
$25.2M ﹤0.01%
164,757
-4,564
2458
$25.2M ﹤0.01%
863,865
-46,194
2459
$25.1M ﹤0.01%
239,092
+31,230
2460
$25.1M ﹤0.01%
182,526
+9,789
2461
$25.1M ﹤0.01%
1,169,145
-10,104
2462
$25.1M ﹤0.01%
631,213
+124,528
2463
$25.1M ﹤0.01%
475,964
+381,554
2464
$25M ﹤0.01%
1,466,546
+166,335
2465
$25M ﹤0.01%
624,681
-109,738
2466
$25M ﹤0.01%
247,725
-21,871
2467
$24.9M ﹤0.01%
515,345
+118,683
2468
$24.9M ﹤0.01%
3,773,596
+101,972
2469
$24.9M ﹤0.01%
566,367
-532,095
2470
$24.8M ﹤0.01%
219,724
+21,740
2471
$24.8M ﹤0.01%
994,264
-111,446
2472
$24.8M ﹤0.01%
1,077,728
-39,747
2473
$24.8M ﹤0.01%
1,750,594
+699,857
2474
$24.8M ﹤0.01%
1,401,250
-141,945
2475
$24.8M ﹤0.01%
997,606
-107,168
97 98
99
100 101