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
3851
$5.05M ﹤0.01%
790,110
+14,779
3852
$5.05M ﹤0.01%
733,320
+98,590
3853
$5.04M ﹤0.01%
110,189
+109,189
3854
$5.04M ﹤0.01%
119,354
-139,327
3855
$5.03M ﹤0.01%
77,267
+6,157
3856
$5.03M ﹤0.01%
43,628
+1,218
3857
$5.02M ﹤0.01%
437,709
-183,319
3858
$5.02M ﹤0.01%
3,368,978
+221,248
3859
$5.01M ﹤0.01%
354,895
-186,887
3860
$5.01M ﹤0.01%
100,000
3861
$5.01M ﹤0.01%
849,926
-2,346,857
3862
$5M ﹤0.01%
4,548,616
-187,032
3863
$5M ﹤0.01%
477,057
-19,182
3864
$4.99M ﹤0.01%
759,091
+114,414
3865
$4.98M ﹤0.01%
540,406
-42,079
3866
$4.98M ﹤0.01%
161,757
+13,583
3867
$4.98M ﹤0.01%
141,016
+84,973
3868
$4.98M ﹤0.01%
214,849
+11,068
3869
$4.98M ﹤0.01%
582,986
+22,277
3870
$4.97M ﹤0.01%
450,544
+36,551
3871
$4.96M ﹤0.01%
1,886,141
-23,947
3872
$4.94M ﹤0.01%
171,875
-46,171
3873
$4.94M ﹤0.01%
959,308
+59,657
3874
$4.93M ﹤0.01%
+100,000
3875
$4.92M ﹤0.01%
473,891
+29,126
153 154
155
156 157