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
4451
$2.21M ﹤0.01%
162,909
-5,586
4452
$2.21M ﹤0.01%
184,743
-3,617
4453
$2.2M ﹤0.01%
382,221
-328,712
4454
$2.2M ﹤0.01%
448,016
+381,193
4455
$2.19M ﹤0.01%
698,528
+156,139
4456
$2.19M ﹤0.01%
49,874
-403
4457
$2.18M ﹤0.01%
78,890
-29,781
4458
$2.18M ﹤0.01%
45,849
+1,785
4459
$2.18M ﹤0.01%
76,298
-9,751
4460
$2.18M ﹤0.01%
270,765
-34,234
4461
$2.18M ﹤0.01%
188,158
-34,548
4462
$2.18M ﹤0.01%
130,180
-84,378
4463
$2.18M ﹤0.01%
78,942
-23,371
4464
$2.17M ﹤0.01%
53,421
-19,410
4465
$2.17M ﹤0.01%
73,698
-23,732
4466
$2.17M ﹤0.01%
130,767
+2,635
4467
$2.17M ﹤0.01%
632,223
-45,400
4468
$2.17M ﹤0.01%
104,373
+55,214
4469
$2.16M ﹤0.01%
49,466
-63,615
4470
$2.16M ﹤0.01%
21,869
-189,839
4471
$2.16M ﹤0.01%
706,829
-94,034
4472
$2.15M ﹤0.01%
288,107
+259,943
4473
$2.15M ﹤0.01%
687,961
-315,084
4474
$2.15M ﹤0.01%
22,395
+20,088
4475
$2.14M ﹤0.01%
673,524
+276,160
177 178
179
180 181