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
3651
$6.48M ﹤0.01%
244,778
-41,447
3652
$6.47M ﹤0.01%
4,045,329
+205,860
3653
$6.46M ﹤0.01%
578,257
-128,721
3654
$6.46M ﹤0.01%
98,780
+5,084
3655
$6.46M ﹤0.01%
258,937
-19,896
3656
$6.44M ﹤0.01%
187,079
-10,109
3657
$6.43M ﹤0.01%
1,091,658
+214,771
3658
$6.43M ﹤0.01%
405,517
-221,175
3659
$6.42M ﹤0.01%
541,424
+30,751
3660
$6.4M ﹤0.01%
177,580
+79,378
3661
$6.4M ﹤0.01%
225,676
-90,223
3662
$6.4M ﹤0.01%
603,516
-93,808
3663
$6.37M ﹤0.01%
5,641,058
-516,524
3664
$6.37M ﹤0.01%
198,450
+47,168
3665
$6.37M ﹤0.01%
607,405
-501,385
3666
$6.36M ﹤0.01%
671,583
-912,475
3667
$6.34M ﹤0.01%
230,172
+14,103
3668
$6.34M ﹤0.01%
440,905
-19,387
3669
$6.33M ﹤0.01%
146,234
+140,667
3670
$6.33M ﹤0.01%
419,837
-44,135
3671
$6.32M ﹤0.01%
1,019,812
+340,927
3672
$6.32M ﹤0.01%
3,591,086
-1,885,413
3673
$6.32M ﹤0.01%
1,521,965
-463,142
3674
$6.31M ﹤0.01%
26,175
+6,290
3675
$6.3M ﹤0.01%
529,758
-630,987
145 146
147
148 149