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
4701
$1.45M ﹤0.01%
25,905
-10,534
4702
$1.45M ﹤0.01%
22,714
-3,943
4703
$1.44M ﹤0.01%
27,259
-1,089
4704
$1.44M ﹤0.01%
79,168
-36,881
4705
$1.43M ﹤0.01%
+58,486
4706
$1.43M ﹤0.01%
39,629
+26,445
4707
$1.43M ﹤0.01%
650,627
+455,602
4708
$1.43M ﹤0.01%
85,067
-3,490
4709
$1.42M ﹤0.01%
57,755
-7,248
4710
$1.42M ﹤0.01%
170,142
-123,805
4711
$1.42M ﹤0.01%
47,024
-9,110
4712
$1.41M ﹤0.01%
75,507
+9,218
4713
$1.41M ﹤0.01%
52,990
-7,195
4714
$1.41M ﹤0.01%
920,727
+123,195
4715
$1.41M ﹤0.01%
111,198
-4,290
4716
$1.41M ﹤0.01%
228,998
+181,677
4717
$1.4M ﹤0.01%
187,523
-101,542
4718
$1.4M ﹤0.01%
2,872,224
-5,943,556
4719
$1.4M ﹤0.01%
29,889
-21,758
4720
$1.4M ﹤0.01%
45,390
+44,978
4721
$1.4M ﹤0.01%
34,904
+7,985
4722
$1.4M ﹤0.01%
93,753
+20
4723
$1.39M ﹤0.01%
117,252
+12,469
4724
$1.39M ﹤0.01%
1,012,993
+205,606
4725
$1.39M ﹤0.01%
94,342
-63,578
187 188
189
190 191