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
3901
$4.73M ﹤0.01%
260,447
-361
3902
$4.73M ﹤0.01%
1,750,798
-171,467
3903
$4.72M ﹤0.01%
585,569
+7,837
3904
$4.71M ﹤0.01%
43,262
-14,112
3905
$4.71M ﹤0.01%
473,043
-34,448
3906
$4.71M ﹤0.01%
172,082
-67,681
3907
$4.69M ﹤0.01%
115,648
+4,188
3908
$4.68M ﹤0.01%
864,111
+118,716
3909
$4.68M ﹤0.01%
64,155
-3,106
3910
$4.68M ﹤0.01%
103,735
-7,006
3911
$4.66M ﹤0.01%
191,641
-78,225
3912
$4.65M ﹤0.01%
32,002
-16,196
3913
$4.64M ﹤0.01%
149,371
+859
3914
$4.64M ﹤0.01%
198,088
-67,485
3915
$4.63M ﹤0.01%
279,235
+46,248
3916
$4.63M ﹤0.01%
886,020
+485,952
3917
$4.62M ﹤0.01%
208,935
-10,291
3918
$4.62M ﹤0.01%
89,599
-1,671
3919
$4.62M ﹤0.01%
121,482
-5,966
3920
$4.61M ﹤0.01%
46,111
+6,489
3921
$4.61M ﹤0.01%
182,277
-174,694
3922
$4.61M ﹤0.01%
341,795
-397,345
3923
$4.6M ﹤0.01%
156,119
-78,748
3924
$4.6M ﹤0.01%
379,778
-39,082
3925
$4.59M ﹤0.01%
132,412
-23,149
155 156
157
158 159