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
4326
$2.74M ﹤0.01%
76,851
-571,562
4327
$2.74M ﹤0.01%
1,863,221
-2,161,472
4328
$2.73M ﹤0.01%
82,414
-4,335
4329
$2.73M ﹤0.01%
58,503
-207,986
4330
$2.73M ﹤0.01%
956,198
-48,920
4331
$2.72M ﹤0.01%
59,943
+14,937
4332
$2.72M ﹤0.01%
138,113
-6,085
4333
$2.72M ﹤0.01%
520,420
-530,933
4334
$2.71M ﹤0.01%
292,130
-173,218
4335
$2.7M ﹤0.01%
331,685
-86,244
4336
$2.69M ﹤0.01%
442,076
+63,452
4337
$2.69M ﹤0.01%
191,000
-78,455
4338
$2.68M ﹤0.01%
485,491
-736,104
4339
$2.67M ﹤0.01%
43,123
-185
4340
$2.67M ﹤0.01%
49,907
+5,667
4341
$2.66M ﹤0.01%
159,907
+29,614
4342
$2.66M ﹤0.01%
317,854
+229,754
4343
$2.66M ﹤0.01%
74,965
-2,530
4344
$2.65M ﹤0.01%
577,766
+149,319
4345
$2.65M ﹤0.01%
280,256
-135,937
4346
$2.65M ﹤0.01%
97,128
+90,575
4347
$2.65M ﹤0.01%
223,032
-85,709
4348
$2.64M ﹤0.01%
349,961
+1,916
4349
$2.63M ﹤0.01%
44,461
-2,370
4350
$2.63M ﹤0.01%
361,934
+66,328
172 173
174
175 176