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
4426
$2.3M ﹤0.01%
608,880
+203,650
4427
$2.29M ﹤0.01%
98,222
+17,409
4428
$2.29M ﹤0.01%
161,654
+9,045
4429
$2.29M ﹤0.01%
118,991
+50,290
4430
$2.28M ﹤0.01%
32,676
-3,146
4431
$2.28M ﹤0.01%
97,649
+26,488
4432
$2.27M ﹤0.01%
72,019
+7,350
4433
$2.26M ﹤0.01%
137,651
-78,905
4434
$2.26M ﹤0.01%
104,825
+8,660
4435
$2.25M ﹤0.01%
121,938
-26,646
4436
$2.25M ﹤0.01%
45,960
-30,208
4437
$2.25M ﹤0.01%
139,329
+2,912
4438
$2.25M ﹤0.01%
167,102
-41,508
4439
$2.25M ﹤0.01%
132,114
-27,896
4440
$2.24M ﹤0.01%
72,978
-4,402
4441
$2.24M ﹤0.01%
271,292
-4,777
4442
$2.24M ﹤0.01%
241,118
-12,655
4443
$2.23M ﹤0.01%
51,384
-1,277
4444
$2.23M ﹤0.01%
48,616
+39,828
4445
$2.23M ﹤0.01%
71,355
-14,491
4446
$2.23M ﹤0.01%
76,365
-8,116
4447
$2.23M ﹤0.01%
329,383
+85,538
4448
$2.23M ﹤0.01%
51,620
+3,012
4449
$2.22M ﹤0.01%
125,141
+108,940
4450
$2.22M ﹤0.01%
500,161
+179,354
176 177
178
179 180