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
4251
$2.96M ﹤0.01%
171,745
+77,571
4252
$2.95M ﹤0.01%
641,888
-311,618
4253
$2.95M ﹤0.01%
250,697
+41,874
4254
$2.95M ﹤0.01%
112,420
+283
4255
$2.94M ﹤0.01%
21,918
+455
4256
$2.94M ﹤0.01%
210,344
-20,566
4257
$2.93M ﹤0.01%
56,362
+387
4258
$2.93M ﹤0.01%
79,009
-40,227
4259
$2.93M ﹤0.01%
100,114
-78,191
4260
$2.93M ﹤0.01%
109,361
-47,938
4261
$2.93M ﹤0.01%
120,271
-29,549
4262
$2.92M ﹤0.01%
83,784
-19,004
4263
$2.92M ﹤0.01%
106,808
-2,234
4264
$2.91M ﹤0.01%
495,695
+267,125
4265
$2.91M ﹤0.01%
164,235
+146,820
4266
$2.9M ﹤0.01%
93,974
+20,591
4267
$2.9M ﹤0.01%
99,058
-56,286
4268
$2.9M ﹤0.01%
70,829
+26,737
4269
$2.9M ﹤0.01%
65,006
-80,698
4270
$2.9M ﹤0.01%
117,553
-3,220
4271
$2.89M ﹤0.01%
84,440
-11,019
4272
$2.89M ﹤0.01%
162,338
+37,254
4273
$2.89M ﹤0.01%
327,124
-272,888
4274
$2.89M ﹤0.01%
594,337
-44,473
4275
$2.89M ﹤0.01%
356,908
-99,998
169 170
171
172 173