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
3951
$4.45M ﹤0.01%
1,723,827
-3,792
3952
$4.44M ﹤0.01%
288,422
+19,547
3953
$4.44M ﹤0.01%
282,885
+93,042
3954
$4.43M ﹤0.01%
133,275
+46,563
3955
$4.43M ﹤0.01%
807,646
+338,095
3956
$4.43M ﹤0.01%
1,527,289
+790,400
3957
$4.43M ﹤0.01%
94,524
-43,262
3958
$4.42M ﹤0.01%
258,378
+10,836
3959
$4.42M ﹤0.01%
59,366
+53,962
3960
$4.42M ﹤0.01%
376,206
+53,927
3961
$4.41M ﹤0.01%
424,376
-5,434
3962
$4.41M ﹤0.01%
347,516
-52,859
3963
$4.39M ﹤0.01%
794,279
+50,464
3964
$4.39M ﹤0.01%
1,617,560
+825,580
3965
$4.39M ﹤0.01%
100,013
+19,705
3966
$4.38M ﹤0.01%
122,703
+21,772
3967
$4.38M ﹤0.01%
151,947
-5,103
3968
$4.37M ﹤0.01%
343,131
+171,109
3969
$4.36M ﹤0.01%
234,551
+228,704
3970
$4.36M ﹤0.01%
267,421
+66,084
3971
$4.35M ﹤0.01%
61,019
-42,282
3972
$4.35M ﹤0.01%
285,745
+81,463
3973
$4.34M ﹤0.01%
129,491
+61,429
3974
$4.34M ﹤0.01%
158,017
+19,887
3975
$4.34M ﹤0.01%
703,740
+304,891
157 158
159
160 161