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
3551
$7.4M ﹤0.01%
40,277
+1,232
3552
$7.34M ﹤0.01%
588,194
-891,040
3553
$7.34M ﹤0.01%
576,019
-72,861
3554
$7.34M ﹤0.01%
1,491,456
+404,199
3555
$7.33M ﹤0.01%
861,372
+777,324
3556
$7.32M ﹤0.01%
400,793
+36,721
3557
$7.32M ﹤0.01%
130,730
-11,851
3558
$7.3M ﹤0.01%
514,007
-376,083
3559
$7.29M ﹤0.01%
65,700
-1,683
3560
$7.28M ﹤0.01%
2,451,433
+1,885,442
3561
$7.28M ﹤0.01%
779,917
+276,371
3562
$7.26M ﹤0.01%
233,048
-107,005
3563
$7.25M ﹤0.01%
+204,967
3564
$7.25M ﹤0.01%
347,527
-9,470
3565
$7.21M ﹤0.01%
151,822
-88,930
3566
$7.19M ﹤0.01%
757,260
+37,351
3567
$7.18M ﹤0.01%
211,994
+105,950
3568
$7.13M ﹤0.01%
171,706
-36,227
3569
$7.13M ﹤0.01%
787,118
+211,025
3570
$7.12M ﹤0.01%
82,733
-347
3571
$7.11M ﹤0.01%
901,736
-138,992
3572
$7.11M ﹤0.01%
289,045
-21,143
3573
$7.09M ﹤0.01%
1,131,032
+164,632
3574
$7.09M ﹤0.01%
1,274,777
+5,169
3575
$7.08M ﹤0.01%
167,081
+29,052
141 142
143
144 145