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
4951
$862K ﹤0.01%
28,118
-20,953
4952
$862K ﹤0.01%
476,119
+129,423
4953
$861K ﹤0.01%
789,461
-69,714
4954
$860K ﹤0.01%
467,481
-1,286,863
4955
$859K ﹤0.01%
+92,823
4956
$856K ﹤0.01%
189,026
-66,266
4957
$856K ﹤0.01%
85,419
+4,125
4958
$852K ﹤0.01%
852,372
+120,960
4959
$850K ﹤0.01%
31,568
+3,482
4960
$850K ﹤0.01%
113,759
+85,933
4961
$847K ﹤0.01%
40,799
+40,759
4962
$846K ﹤0.01%
114,610
+90,775
4963
$846K ﹤0.01%
1,073,091
-1,769,444
4964
$841K ﹤0.01%
16,521
+122
4965
$837K ﹤0.01%
1,155,838
+154,479
4966
$833K ﹤0.01%
17,739
-7,174
4967
$833K ﹤0.01%
15,873
-495
4968
$832K ﹤0.01%
22,801
+3,754
4969
$830K ﹤0.01%
75,910
-28,077
4970
$829K ﹤0.01%
29,578
+678
4971
$827K ﹤0.01%
27,871
+2,034
4972
$823K ﹤0.01%
285,599
-1,246,133
4973
$819K ﹤0.01%
296,772
-141,476
4974
$818K ﹤0.01%
592,970
+180,112
4975
$816K ﹤0.01%
160,986
-54,339
197 198
199
200 201