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
4876
$1.01M ﹤0.01%
482,776
-88,706
4877
$1.01M ﹤0.01%
90,393
-2,000
4878
$1.01M ﹤0.01%
36,864
-9,525
4879
$1.01M ﹤0.01%
813,499
-199,390
4880
$1.01M ﹤0.01%
876,161
-1,634,715
4881
$1.01M ﹤0.01%
178,384
-12,062
4882
$1.01M ﹤0.01%
51,173
-22,171
4883
$1.01M ﹤0.01%
144,098
+53,010
4884
$1M ﹤0.01%
1,142,696
-86,206
4885
$1M ﹤0.01%
641,903
-111,982
4886
$998K ﹤0.01%
50,689
-5,574
4887
$995K ﹤0.01%
116,453
+29,977
4888
$990K ﹤0.01%
580,370
-35,414
4889
$989K ﹤0.01%
4,380
+201
4890
$989K ﹤0.01%
216,873
+1,772
4891
$988K ﹤0.01%
9,830
+209
4892
$986K ﹤0.01%
106,674
+24,837
4893
$986K ﹤0.01%
25,659
-3,456
4894
$977K ﹤0.01%
42,617
-48,079
4895
$975K ﹤0.01%
380,937
-2,121,293
4896
$970K ﹤0.01%
292,253
-50,899
4897
$969K ﹤0.01%
54,663
-18,709
4898
$966K ﹤0.01%
229,987
-159,324
4899
$964K ﹤0.01%
80,500
-37,751
4900
$958K ﹤0.01%
9,223
-20,858
194 195
196
197 198