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
3826
$5.24M ﹤0.01%
551,909
+77,654
3827
$5.21M ﹤0.01%
75,385
-16,242
3828
$5.21M ﹤0.01%
560,879
+92,061
3829
$5.2M ﹤0.01%
67,649
+66,196
3830
$5.19M ﹤0.01%
668,917
+237,792
3831
$5.18M ﹤0.01%
563,562
-177,565
3832
$5.18M ﹤0.01%
128,938
-1,026
3833
$5.17M ﹤0.01%
174,713
+114,751
3834
$5.16M ﹤0.01%
250,138
+88,670
3835
$5.16M ﹤0.01%
173,861
+43,220
3836
$5.15M ﹤0.01%
2,681,198
+891,147
3837
$5.13M ﹤0.01%
1,406,702
+265,770
3838
$5.13M ﹤0.01%
1,187,807
+194,833
3839
$5.13M ﹤0.01%
1,057,993
+84,271
3840
$5.13M ﹤0.01%
515,081
+75,039
3841
$5.13M ﹤0.01%
728,511
-16,674
3842
$5.12M ﹤0.01%
168,102
-30,257
3843
$5.11M ﹤0.01%
135,703
-11,292
3844
$5.11M ﹤0.01%
537,079
-184,603
3845
$5.11M ﹤0.01%
29,501
-11,306
3846
$5.11M ﹤0.01%
241,606
+55,210
3847
$5.09M ﹤0.01%
519,982
+21,004
3848
$5.09M ﹤0.01%
236,402
-17,179
3849
$5.07M ﹤0.01%
2,896,706
+1,909,775
3850
$5.06M ﹤0.01%
115,374
-7,904