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
4576
$1.8M ﹤0.01%
140,334
+129,464
4577
$1.8M ﹤0.01%
76,794
+3,198
4578
$1.8M ﹤0.01%
292,428
-35,803
4579
$1.79M ﹤0.01%
14,423
+1,061
4580
$1.79M ﹤0.01%
214,689
-19,731
4581
$1.79M ﹤0.01%
54,065
-4,048
4582
$1.79M ﹤0.01%
+95,484
4583
$1.78M ﹤0.01%
261,652
+179,484
4584
$1.78M ﹤0.01%
156,111
-101,852
4585
$1.77M ﹤0.01%
2,240,058
-582,125
4586
$1.77M ﹤0.01%
123,466
-17,116
4587
$1.77M ﹤0.01%
90,424
-15,070
4588
$1.77M ﹤0.01%
167,471
+4,768
4589
$1.76M ﹤0.01%
116,873
+3,754
4590
$1.76M ﹤0.01%
19,984
-2,489
4591
$1.75M ﹤0.01%
73,993
-42,908
4592
$1.75M ﹤0.01%
48,368
-11,112
4593
$1.75M ﹤0.01%
53,027
-1,530
4594
$1.74M ﹤0.01%
485,920
+2,200
4595
$1.74M ﹤0.01%
252,183
-3,457
4596
$1.74M ﹤0.01%
1,093,958
-619,230
4597
$1.74M ﹤0.01%
139,777
-22,365
4598
$1.72M ﹤0.01%
2,616,543
-719,208
4599
$1.72M ﹤0.01%
37,450
-120
4600
$1.72M ﹤0.01%
72,000
+71,999
182 183
184
185 186