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
3776
$5.63M ﹤0.01%
709,415
-370,853
3777
$5.62M ﹤0.01%
621,246
+233,368
3778
$5.62M ﹤0.01%
865,907
-105,891
3779
$5.61M ﹤0.01%
133,330
-23,712
3780
$5.6M ﹤0.01%
2,534,971
+301,902
3781
$5.59M ﹤0.01%
223,857
-13,632
3782
$5.59M ﹤0.01%
63,554
-9,360
3783
$5.58M ﹤0.01%
1,930,471
-687,082
3784
$5.57M ﹤0.01%
541,144
-139,776
3785
$5.57M ﹤0.01%
93,139
-32,897
3786
$5.57M ﹤0.01%
442,514
+9,911
3787
$5.57M ﹤0.01%
211,685
-18,482
3788
$5.55M ﹤0.01%
601,644
+140,014
3789
$5.55M ﹤0.01%
314,563
+5,366
3790
$5.53M ﹤0.01%
301,440
+10,470
3791
$5.52M ﹤0.01%
1,460,922
+245,985
3792
$5.5M ﹤0.01%
850,723
+583,438
3793
$5.5M ﹤0.01%
147,830
+135,988
3794
$5.49M ﹤0.01%
589,274
+12,666
3795
$5.48M ﹤0.01%
2,149,593
-268,346
3796
$5.47M ﹤0.01%
409,539
-110,795
3797
$5.46M ﹤0.01%
470,756
+36,255
3798
$5.45M ﹤0.01%
125,646
+28,290
3799
$5.43M ﹤0.01%
414,443
+57,844
3800
$5.42M ﹤0.01%
362,087
+60,995
150 151
152
153 154