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
5001
$765K ﹤0.01%
53,340
+771
5002
$762K ﹤0.01%
24,445
+1,750
5003
$762K ﹤0.01%
153,349
+86,122
5004
$762K ﹤0.01%
540,121
+22,133
5005
$760K ﹤0.01%
41,122
-1,272
5006
$756K ﹤0.01%
62,517
-1,884
5007
$754K ﹤0.01%
47,721
-11,985
5008
$753K ﹤0.01%
16,314
+5,076
5009
$752K ﹤0.01%
221,957
+47,451
5010
$751K ﹤0.01%
115,477
+70,697
5011
$750K ﹤0.01%
43,100
+14,538
5012
$749K ﹤0.01%
27,128
-28,387
5013
$748K ﹤0.01%
33,793
-29,993
5014
$747K ﹤0.01%
75,881
-3,197
5015
$743K ﹤0.01%
78,172
-57,109
5016
$742K ﹤0.01%
9,836
+1,232
5017
$742K ﹤0.01%
348,271
+85,406
5018
$739K ﹤0.01%
892,934
+246,692
5019
$739K ﹤0.01%
24,494
-8,847
5020
$738K ﹤0.01%
54,372
+51,472
5021
$737K ﹤0.01%
56,645
+29,656
5022
$737K ﹤0.01%
229,499
+5,912
5023
$736K ﹤0.01%
64,484
-20,524
5024
$729K ﹤0.01%
633,916
+42,462
5025
$728K ﹤0.01%
28,101
+3,684
199 200
201
202 203