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
5026
$726K ﹤0.01%
13,048
-2,160
5027
$726K ﹤0.01%
4,783
-218
5028
$723K ﹤0.01%
25,615
+11,546
5029
$723K ﹤0.01%
79,409
-4,199
5030
$722K ﹤0.01%
202,864
+96,363
5031
$718K ﹤0.01%
133,172
-170,117
5032
$716K ﹤0.01%
88,013
+3,097
5033
$716K ﹤0.01%
64,694
-31,057
5034
$713K ﹤0.01%
69,181
+1,088
5035
$712K ﹤0.01%
154,167
+57,635
5036
$710K ﹤0.01%
94,855
+75,753
5037
$710K ﹤0.01%
147,688
-9,379
5038
$710K ﹤0.01%
467,226
+13,126
5039
$709K ﹤0.01%
30,313
-8,553
5040
$708K ﹤0.01%
255,513
-140,445
5041
$708K ﹤0.01%
27,273
+1,216
5042
$707K ﹤0.01%
355,176
+43,900
5043
$704K ﹤0.01%
27,963
-11,583
5044
$703K ﹤0.01%
86,315
+10,636
5045
$702K ﹤0.01%
33,642
-8,937
5046
$702K ﹤0.01%
552,843
+256,378
5047
$694K ﹤0.01%
169,342
+24,129
5048
$691K ﹤0.01%
38,397
+22,647
5049
$691K ﹤0.01%
51,186
-1,202
5050
$690K ﹤0.01%
9,695
+4,297
200 201
202
203 204