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
3726
$5.93M ﹤0.01%
222,850
+20,630
3727
$5.93M ﹤0.01%
192,328
-21,155
3728
$5.92M ﹤0.01%
519,230
-102,557
3729
$5.9M ﹤0.01%
442,960
-7,726,625
3730
$5.89M ﹤0.01%
169,254
-36,700
3731
$5.89M ﹤0.01%
183,000
+132,416
3732
$5.87M ﹤0.01%
24,702
-1,375
3733
$5.87M ﹤0.01%
449,114
-412,191
3734
$5.86M ﹤0.01%
229,433
-6,902
3735
$5.85M ﹤0.01%
514,742
+77,468
3736
$5.84M ﹤0.01%
551,726
+13,232
3737
$5.83M ﹤0.01%
835,464
+38,949
3738
$5.82M ﹤0.01%
864,223
+465,356
3739
$5.81M ﹤0.01%
115,933
-2,734
3740
$5.8M ﹤0.01%
1,291,375
+104,481
3741
$5.8M ﹤0.01%
479,930
-6,074
3742
$5.8M ﹤0.01%
197,271
-33,462
3743
$5.78M ﹤0.01%
1,054,332
+215,799
3744
$5.77M ﹤0.01%
221,075
-273,029
3745
$5.77M ﹤0.01%
80,349
-2,662
3746
$5.76M ﹤0.01%
43,609
+6,181
3747
$5.75M ﹤0.01%
560,820
-422,539
3748
$5.75M ﹤0.01%
146,169
+5,615
3749
$5.75M ﹤0.01%
439,106
+84,475
3750
$5.75M ﹤0.01%
228,987
+26,231