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
4676
$1.51M ﹤0.01%
26,094
+10,853
4677
$1.51M ﹤0.01%
81,816
-13,345
4678
$1.51M ﹤0.01%
121,680
-48,845
4679
$1.51M ﹤0.01%
72,710
+26,280
4680
$1.51M ﹤0.01%
194,106
-38,505
4681
$1.5M ﹤0.01%
315,672
+184,771
4682
$1.5M ﹤0.01%
75,127
-515
4683
$1.5M ﹤0.01%
251,131
+514
4684
$1.5M ﹤0.01%
146,728
+22,076
4685
$1.49M ﹤0.01%
196,878
-38,199
4686
$1.49M ﹤0.01%
41,549
-14,355
4687
$1.49M ﹤0.01%
310,344
+95,113
4688
$1.49M ﹤0.01%
162,126
-35,750
4689
$1.49M ﹤0.01%
425,410
-65,779
4690
$1.48M ﹤0.01%
231,759
+75,449
4691
$1.48M ﹤0.01%
49,644
+11,457
4692
$1.48M ﹤0.01%
133,740
-8,194
4693
$1.47M ﹤0.01%
203,268
4694
$1.47M ﹤0.01%
30,138
-4,417
4695
$1.47M ﹤0.01%
34,202
-10,454
4696
$1.47M ﹤0.01%
51,043
+18,833
4697
$1.46M ﹤0.01%
230,067
+53,304
4698
$1.46M ﹤0.01%
101,185
+68,513
4699
$1.45M ﹤0.01%
43,459
+6,348
4700
$1.45M ﹤0.01%
97,558
-36,262
186 187
188
189 190