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
4626
$1.64M ﹤0.01%
85,726
-8,603
4627
$1.64M ﹤0.01%
98,497
+73,519
4628
$1.64M ﹤0.01%
23,240
-48
4629
$1.63M ﹤0.01%
131,531
+240
4630
$1.63M ﹤0.01%
279,709
-123,837
4631
$1.63M ﹤0.01%
167,090
+11,589
4632
$1.63M ﹤0.01%
443,555
+25,280
4633
$1.63M ﹤0.01%
165,505
+34,570
4634
$1.63M ﹤0.01%
136,380
+48,923
4635
$1.63M ﹤0.01%
109,009
-3,607
4636
$1.62M ﹤0.01%
759,164
-362,211
4637
$1.62M ﹤0.01%
594,316
+116,327
4638
$1.62M ﹤0.01%
247,979
+21,368
4639
$1.62M ﹤0.01%
161,561
+16,231
4640
$1.62M ﹤0.01%
80,913
+35,102
4641
$1.61M ﹤0.01%
94,286
-24,842
4642
$1.61M ﹤0.01%
83,874
+3,188
4643
$1.6M ﹤0.01%
292,859
+41,205
4644
$1.6M ﹤0.01%
135,740
-16,625
4645
$1.6M ﹤0.01%
1,382,709
+485,293
4646
$1.6M ﹤0.01%
429,483
+129,584
4647
$1.6M ﹤0.01%
69,373
-58,499
4648
$1.6M ﹤0.01%
81,315
-29,291
4649
$1.6M ﹤0.01%
109,661
-19,160
4650
$1.6M ﹤0.01%
227,892
+39,182
184 185
186
187 188