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
4276
$2.89M ﹤0.01%
249,046
+126,985
4277
$2.88M ﹤0.01%
478,908
+38,117
4278
$2.88M ﹤0.01%
1,291,016
+353,631
4279
$2.88M ﹤0.01%
59,326
+8,346
4280
$2.88M ﹤0.01%
172,777
+88,439
4281
$2.88M ﹤0.01%
108,045
-357
4282
$2.87M ﹤0.01%
254,350
-56,768
4283
$2.87M ﹤0.01%
666,795
+49,742
4284
$2.87M ﹤0.01%
116,683
+6,984
4285
$2.85M ﹤0.01%
49,756
-66,685
4286
$2.85M ﹤0.01%
763,329
-11,265
4287
$2.85M ﹤0.01%
176,196
-2,785
4288
$2.85M ﹤0.01%
259,448
+27,319
4289
$2.85M ﹤0.01%
129,655
+13,638
4290
$2.85M ﹤0.01%
972,128
+387,277
4291
$2.83M ﹤0.01%
394,686
-83,498
4292
$2.83M ﹤0.01%
929,412
+41,674
4293
$2.82M ﹤0.01%
271,380
-267,137
4294
$2.82M ﹤0.01%
953,189
-21,092
4295
$2.82M ﹤0.01%
185,990
-84,843
4296
$2.82M ﹤0.01%
676,995
-287,287
4297
$2.82M ﹤0.01%
58,623
-104,138
4298
$2.81M ﹤0.01%
340,377
+21,358
4299
$2.81M ﹤0.01%
287,428
-94,227
4300
$2.81M ﹤0.01%
653,984
+49,192
170 171
172
173 174