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
4501
$2.04M ﹤0.01%
133,096
-21,242
4502
$2.03M ﹤0.01%
218,031
-60,556
4503
$2.03M ﹤0.01%
1,387,256
+566,911
4504
$2.02M ﹤0.01%
88,809
+1,165
4505
$2.01M ﹤0.01%
18,114
+3,290
4506
$2.01M ﹤0.01%
169,432
+3,461
4507
$2.01M ﹤0.01%
1,823,091
+750,388
4508
$2M ﹤0.01%
520,617
-193,883
4509
$2M ﹤0.01%
33,656
-2,807
4510
$1.98M ﹤0.01%
1,072,460
+901,341
4511
$1.98M ﹤0.01%
267,666
+4,368
4512
$1.98M ﹤0.01%
296,649
+207,322
4513
$1.98M ﹤0.01%
264,861
-24,617
4514
$1.98M ﹤0.01%
98,689
-16,178
4515
$1.98M ﹤0.01%
761,289
-406,975
4516
$1.98M ﹤0.01%
729,337
-110,123
4517
$1.97M ﹤0.01%
163,687
+11,021
4518
$1.97M ﹤0.01%
41,365
+17,677
4519
$1.97M ﹤0.01%
104,881
-9,003
4520
$1.97M ﹤0.01%
559,957
+310,209
4521
$1.96M ﹤0.01%
422,090
-1,833,263
4522
$1.96M ﹤0.01%
436,564
-2,208
4523
$1.95M ﹤0.01%
184,585
+48,374
4524
$1.95M ﹤0.01%
1,096,534
-9,081
4525
$1.95M ﹤0.01%
50,736
-45,161
179 180
181
182 183