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
5076
$655K ﹤0.01%
313,455
-136,854
5077
$652K ﹤0.01%
33,093
+10,708
5078
$652K ﹤0.01%
83,086
+35,194
5079
$651K ﹤0.01%
319,253
+126,202
5080
$650K ﹤0.01%
88,382
+88,371
5081
$649K ﹤0.01%
30,699
-2,827
5082
$649K ﹤0.01%
25,373
-3,187
5083
$646K ﹤0.01%
16,665
-2,258
5084
$644K ﹤0.01%
31,998
-12,646
5085
$642K ﹤0.01%
139,827
-31,765
5086
$641K ﹤0.01%
52,487
-20,809
5087
$641K ﹤0.01%
44,737
+2,847
5088
$641K ﹤0.01%
20,339
-1,105
5089
$639K ﹤0.01%
192,444
+299
5090
$638K ﹤0.01%
25,407
-118,730
5091
$635K ﹤0.01%
8,887
-170
5092
$632K ﹤0.01%
93,785
+5,780
5093
$632K ﹤0.01%
59,788
-18,588
5094
$632K ﹤0.01%
419,763
+22,027
5095
$631K ﹤0.01%
25,277
-2,323
5096
$628K ﹤0.01%
477,897
+324,813
5097
$628K ﹤0.01%
52,227
-54,141
5098
$628K ﹤0.01%
175,815
-69,857
5099
$628K ﹤0.01%
16,856
+11,855
5100
$625K ﹤0.01%
361,212
+77,677
202 203
204
205 206