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
4526
$1.94M ﹤0.01%
313,294
+202,097
4527
$1.93M ﹤0.01%
138,951
-25,944
4528
$1.92M ﹤0.01%
1,209,251
+568,736
4529
$1.92M ﹤0.01%
254,013
+77,147
4530
$1.92M ﹤0.01%
95,293
-16,485
4531
$1.91M ﹤0.01%
147,332
+134,139
4532
$1.91M ﹤0.01%
157,977
-143,634
4533
$1.91M ﹤0.01%
196,845
+22,732
4534
$1.91M ﹤0.01%
106,268
+14,952
4535
$1.9M ﹤0.01%
72,564
-8,254
4536
$1.9M ﹤0.01%
327,464
-91,856
4537
$1.9M ﹤0.01%
393,586
+197,940
4538
$1.9M ﹤0.01%
124,287
+5,927
4539
$1.9M ﹤0.01%
276,876
-230,677
4540
$1.9M ﹤0.01%
184,271
+15,954
4541
$1.9M ﹤0.01%
78,772
-24,686
4542
$1.89M ﹤0.01%
13,486
+4,384
4543
$1.89M ﹤0.01%
20,793
+176
4544
$1.89M ﹤0.01%
1,129,507
-1,026,429
4545
$1.89M ﹤0.01%
68,679
-1,770
4546
$1.88M ﹤0.01%
25,297
+1,823
4547
$1.88M ﹤0.01%
28,162
-7,885
4548
$1.88M ﹤0.01%
157,970
+73,631
4549
$1.88M ﹤0.01%
124,836
-64,342
4550
$1.87M ﹤0.01%
216,163
+13,558
180 181
182
183 184