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
4651
$1.59M ﹤0.01%
839,176
+460,624
4652
$1.59M ﹤0.01%
396,516
-169,380
4653
$1.59M ﹤0.01%
63,518
+2,694
4654
$1.59M ﹤0.01%
91,300
-522
4655
$1.59M ﹤0.01%
71,123
+599
4656
$1.59M ﹤0.01%
211,848
-45,375
4657
$1.58M ﹤0.01%
60,139
-1,244
4658
$1.57M ﹤0.01%
13,440
-15,728
4659
$1.57M ﹤0.01%
63,263
+23,510
4660
$1.56M ﹤0.01%
27,616
-9,348
4661
$1.55M ﹤0.01%
69,250
+1,802
4662
$1.54M ﹤0.01%
1,064,244
-286,697
4663
$1.54M ﹤0.01%
17,804
-9,569
4664
$1.54M ﹤0.01%
392,870
-50,539
4665
$1.54M ﹤0.01%
1,033,110
-86,501
4666
$1.54M ﹤0.01%
972,418
-3,962
4667
$1.53M ﹤0.01%
309,574
-156,775
4668
$1.53M ﹤0.01%
712,528
-158,353
4669
$1.53M ﹤0.01%
33,709
+4,602
4670
$1.53M ﹤0.01%
302,426
-39,808
4671
$1.53M ﹤0.01%
57,181
-9,619
4672
$1.52M ﹤0.01%
86,535
-3,147
4673
$1.52M ﹤0.01%
82,972
-25,468
4674
$1.52M ﹤0.01%
68,266
-1,912
4675
$1.51M ﹤0.01%
1,199,867
-202,612
185 186
187
188 189