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
4376
$2.5M ﹤0.01%
52,479
+1,445
4377
$2.49M ﹤0.01%
513,862
+9,403
4378
$2.48M ﹤0.01%
+96,768
4379
$2.47M ﹤0.01%
236,138
-31,059
4380
$2.47M ﹤0.01%
1,085,990
+308,857
4381
$2.46M ﹤0.01%
316,889
+126,558
4382
$2.46M ﹤0.01%
41,048
+3,812
4383
$2.45M ﹤0.01%
39,490
-719
4384
$2.45M ﹤0.01%
50,771
-1,221
4385
$2.45M ﹤0.01%
182,279
-12,044
4386
$2.45M ﹤0.01%
809,115
+75,168
4387
$2.45M ﹤0.01%
269,453
-14,408
4388
$2.44M ﹤0.01%
62,816
-5,341
4389
$2.44M ﹤0.01%
26,353
+220
4390
$2.44M ﹤0.01%
167,941
-47,114
4391
$2.43M ﹤0.01%
372,284
-239,691
4392
$2.43M ﹤0.01%
199,005
-16,130
4393
$2.43M ﹤0.01%
89,258
-19,391
4394
$2.43M ﹤0.01%
68,550
-275
4395
$2.43M ﹤0.01%
72,695
+14,971
4396
$2.42M ﹤0.01%
185,122
-40,209
4397
$2.41M ﹤0.01%
82,013
+27,266
4398
$2.41M ﹤0.01%
98,046
+50,370
4399
$2.41M ﹤0.01%
295,382
+32,935
4400
$2.41M ﹤0.01%
668,625
-187,470
174 175
176
177 178