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
5051
$689K ﹤0.01%
23,615
+6,399
5052
$685K ﹤0.01%
27,093
+18,896
5053
$685K ﹤0.01%
11,384
+486
5054
$683K ﹤0.01%
44,580
-49,814
5055
$681K ﹤0.01%
275,815
-2,047,706
5056
$681K ﹤0.01%
84,091
-1,968
5057
$681K ﹤0.01%
145,139
-36,800
5058
$679K ﹤0.01%
4,848
-3,501
5059
$676K ﹤0.01%
53,408
-3,164
5060
$676K ﹤0.01%
614,588
+415,760
5061
$674K ﹤0.01%
53,955
-9,511
5062
$673K ﹤0.01%
51,422
-1,378
5063
$671K ﹤0.01%
25,149
+502
5064
$670K ﹤0.01%
34,230
+22,392
5065
$670K ﹤0.01%
553,331
-183,527
5066
$666K ﹤0.01%
73,661
-8,212
5067
$665K ﹤0.01%
14,929
-1,889
5068
$665K ﹤0.01%
31,689
+3,321
5069
$662K ﹤0.01%
83,643
+1,418
5070
$661K ﹤0.01%
65,234
+2,602
5071
$661K ﹤0.01%
39,138
-78,551
5072
$661K ﹤0.01%
30,580
-6,100
5073
$660K ﹤0.01%
84,464
-70,662
5074
$658K ﹤0.01%
424,360
+206,340
5075
$655K ﹤0.01%
64,439
-6,951
201 202
203
204 205