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
3626
$6.67M ﹤0.01%
120,535
-32,570
3627
$6.67M ﹤0.01%
232,477
-16,881
3628
$6.67M ﹤0.01%
251,949
-14,743
3629
$6.66M ﹤0.01%
2,050,736
-801,399
3630
$6.66M ﹤0.01%
315,778
+42,723
3631
$6.65M ﹤0.01%
133,149
+49,655
3632
$6.64M ﹤0.01%
785,033
-3,268
3633
$6.63M ﹤0.01%
187,429
-5,001
3634
$6.61M ﹤0.01%
169,673
+49,304
3635
$6.61M ﹤0.01%
703,485
+176,328
3636
$6.6M ﹤0.01%
3,365,480
-3,010
3637
$6.59M ﹤0.01%
482,900
-622,443
3638
$6.58M ﹤0.01%
518,535
+152,849
3639
$6.58M ﹤0.01%
214,417
+84,783
3640
$6.54M ﹤0.01%
163,743
-48,109
3641
$6.53M ﹤0.01%
245,725
+68,185
3642
$6.53M ﹤0.01%
107,671
+985
3643
$6.53M ﹤0.01%
135,138
-107,930
3644
$6.52M ﹤0.01%
749,501
+90,065
3645
$6.51M ﹤0.01%
121,194
-61,276
3646
$6.51M ﹤0.01%
390,223
-33,100
3647
$6.51M ﹤0.01%
234,523
+1,718
3648
$6.5M ﹤0.01%
104,554
-10,954
3649
$6.5M ﹤0.01%
173,793
-518,378
3650
$6.48M ﹤0.01%
505,097
-89,865
144 145
146
147 148