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
3801
$5.42M ﹤0.01%
527,791
+121,793
3802
$5.41M ﹤0.01%
1,665,754
-731,029
3803
$5.41M ﹤0.01%
335,467
+80,211
3804
$5.41M ﹤0.01%
370,960
+32,747
3805
$5.41M ﹤0.01%
235,524
+14,631
3806
$5.39M ﹤0.01%
316,097
+62,362
3807
$5.39M ﹤0.01%
187,754
+49,121
3808
$5.38M ﹤0.01%
722,325
-209,669
3809
$5.37M ﹤0.01%
273,468
-17,150
3810
$5.36M ﹤0.01%
409,760
+128,730
3811
$5.34M ﹤0.01%
201,644
-6,451
3812
$5.33M ﹤0.01%
1,077,264
+592,229
3813
$5.33M ﹤0.01%
163,120
+13,197
3814
$5.32M ﹤0.01%
276,736
+81,674
3815
$5.31M ﹤0.01%
105,477
-36,141
3816
$5.31M ﹤0.01%
252,850
+171,359
3817
$5.31M ﹤0.01%
548,225
+17,047
3818
$5.31M ﹤0.01%
475,825
+80,796
3819
$5.3M ﹤0.01%
207,319
-59,582
3820
$5.3M ﹤0.01%
176,574
+48,857
3821
$5.29M ﹤0.01%
125,471
+12,950
3822
$5.28M ﹤0.01%
1,847,429
+885,384
3823
$5.28M ﹤0.01%
167,775
+2,001
3824
$5.28M ﹤0.01%
113,089
-3,362
3825
$5.28M ﹤0.01%
66,360
-986
151 152
153
154 155