Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$1.63B
2
+$1.14B
3
+$1.04B
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$859M
5
SPGI icon
S&P Global
SPGI
+$832M

Top Sells

1
+$1.17B
2
+$1B
3
+$895M
4
STZ icon
Constellation Brands
STZ
+$861M
5
CVNA icon
Carvana
CVNA
+$851M

Sector Composition

1 Technology 20.5%
2 Financials 12.09%
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
3526
$7.63M ﹤0.01%
282,427
+64,596
3527
$7.62M ﹤0.01%
161,959
-2,377
3528
$7.62M ﹤0.01%
350,017
+160,062
3529
$7.62M ﹤0.01%
534,576
-21,065
3530
$7.61M ﹤0.01%
273,399
-27,659
3531
$7.61M ﹤0.01%
184,833
-22,322
3532
$7.56M ﹤0.01%
112,289
-235,904
3533
$7.54M ﹤0.01%
101,451
-27,605
3534
$7.54M ﹤0.01%
168,497
+71,212
3535
$7.53M ﹤0.01%
271,976
-10,683
3536
$7.53M ﹤0.01%
126,406
+48,083
3537
$7.53M ﹤0.01%
401,053
-119,703
3538
$7.52M ﹤0.01%
301,687
-10,133
3539
$7.52M ﹤0.01%
533,996
+104,495
3540
$7.51M ﹤0.01%
858,040
+360,085
3541
$7.5M ﹤0.01%
490,697
+184,462
3542
$7.47M ﹤0.01%
1,231,031
+9,810
3543
$7.46M ﹤0.01%
931,593
+104,738
3544
$7.46M ﹤0.01%
119,251
+68,762
3545
$7.46M ﹤0.01%
253,905
-86,171
3546
$7.44M ﹤0.01%
2,756,033
-5,927,837
3547
$7.42M ﹤0.01%
337,474
+63,467
3548
$7.42M ﹤0.01%
864,728
-39,431
3549
$7.41M ﹤0.01%
674,234
-26,231
3550
$7.41M ﹤0.01%
2,217,983
+257,723
140 141
142
143 144