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
5126
$592K ﹤0.01%
6,187
+1,239
5127
$591K ﹤0.01%
106,187
-32,388
5128
$584K ﹤0.01%
35,342
+17,708
5129
$583K ﹤0.01%
19,131
-5,554
5130
$583K ﹤0.01%
99,447
-63,582
5131
$581K ﹤0.01%
49,616
-5,394
5132
$573K ﹤0.01%
59,993
-27,453
5133
$571K ﹤0.01%
18,064
-5,899
5134
$570K ﹤0.01%
49,627
-13,054
5135
$569K ﹤0.01%
32,776
-18,309
5136
$568K ﹤0.01%
330,497
-47,514
5137
$568K ﹤0.01%
36,589
+702
5138
$568K ﹤0.01%
30,122
-7,209
5139
$567K ﹤0.01%
10,983
-2,189
5140
$565K ﹤0.01%
16,618
+4,084
5141
$565K ﹤0.01%
29,060
-14,782
5142
$565K ﹤0.01%
376,350
+110,160
5143
$560K ﹤0.01%
36,833
-6,133
5144
$559K ﹤0.01%
330,717
-252,886
5145
$557K ﹤0.01%
19,144
+6,964
5146
$557K ﹤0.01%
60,460
-37,601
5147
$552K ﹤0.01%
92,464
+39,418
5148
$551K ﹤0.01%
20,056
+11,107
5149
$547K ﹤0.01%
62,557
+29,052
5150
$546K ﹤0.01%
19,392
+2,565
204 205
206
207 208