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
4051
$3.95M ﹤0.01%
111,576
+78,539
4052
$3.94M ﹤0.01%
251,200
-112,368
4053
$3.94M ﹤0.01%
41,426
+37,322
4054
$3.94M ﹤0.01%
180,802
-13,257
4055
$3.94M ﹤0.01%
759,021
-257,382
4056
$3.92M ﹤0.01%
513,707
+15,195
4057
$3.92M ﹤0.01%
149,048
+6,046
4058
$3.92M ﹤0.01%
356,712
+3,597
4059
$3.92M ﹤0.01%
394,287
-63,568
4060
$3.91M ﹤0.01%
65,560
-15,829
4061
$3.9M ﹤0.01%
272,023
+15,903
4062
$3.89M ﹤0.01%
958,257
+192,979
4063
$3.89M ﹤0.01%
659,365
-14,689
4064
$3.89M ﹤0.01%
127,339
+29,790
4065
$3.88M ﹤0.01%
160,189
-37,029
4066
$3.88M ﹤0.01%
596,049
+345,229
4067
$3.88M ﹤0.01%
742,692
-467,579
4068
$3.87M ﹤0.01%
374,766
-5,895
4069
$3.86M ﹤0.01%
659,892
+163,240
4070
$3.84M ﹤0.01%
545,576
-89,476
4071
$3.84M ﹤0.01%
273,617
+11,128
4072
$3.84M ﹤0.01%
110,330
+32,803
4073
$3.84M ﹤0.01%
242,071
+208,535
4074
$3.83M ﹤0.01%
141,360
-31,913
4075
$3.83M ﹤0.01%
308,796
-57,754
161 162
163
164 165