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
4826
$1.16M ﹤0.01%
1,814,067
-833,338
4827
$1.16M ﹤0.01%
579,561
+12,123
4828
$1.16M ﹤0.01%
48,520
+17,974
4829
$1.15M ﹤0.01%
41,165
-4,394
4830
$1.15M ﹤0.01%
282,822
+197,387
4831
$1.15M ﹤0.01%
174,043
-12,618
4832
$1.14M ﹤0.01%
151,822
-28,006
4833
$1.13M ﹤0.01%
37,587
4834
$1.13M ﹤0.01%
685,913
-173,208
4835
$1.13M ﹤0.01%
55,363
-214,636
4836
$1.13M ﹤0.01%
338,689
-135,147
4837
$1.13M ﹤0.01%
29,231
-107
4838
$1.12M ﹤0.01%
144,605
+13,598
4839
$1.12M ﹤0.01%
15,122
+28
4840
$1.11M ﹤0.01%
+13,227
4841
$1.11M ﹤0.01%
35,675
+25,888
4842
$1.11M ﹤0.01%
319,391
+157,343
4843
$1.11M ﹤0.01%
18,818
+4,543
4844
$1.1M ﹤0.01%
65,156
-27,211
4845
$1.1M ﹤0.01%
1,212,954
+260,558
4846
$1.1M ﹤0.01%
11,447
-1,412
4847
$1.1M ﹤0.01%
39,681
-19,765
4848
$1.1M ﹤0.01%
793,116
-241,523
4849
$1.1M ﹤0.01%
167,003
-58,760
4850
$1.1M ﹤0.01%
116,452
+38,238
192 193
194
195 196