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
5151
$542K ﹤0.01%
14,495
-12,703
5152
$542K ﹤0.01%
77,186
+31,260
5153
$541K ﹤0.01%
101,317
+89,068
5154
$539K ﹤0.01%
5,917
+5,916
5155
$539K ﹤0.01%
103,022
-67,537
5156
$539K ﹤0.01%
+48,576
5157
$538K ﹤0.01%
17,829
+2,392
5158
$538K ﹤0.01%
98,491
-40,661
5159
$536K ﹤0.01%
17,126
+478
5160
$535K ﹤0.01%
11,300
+445
5161
$535K ﹤0.01%
2,715,947
+1,391,083
5162
$532K ﹤0.01%
56,108
-6,022
5163
$532K ﹤0.01%
+16,990
5164
$532K ﹤0.01%
+40,000
5165
$529K ﹤0.01%
19,845
+17,686
5166
$529K ﹤0.01%
9,021
+67
5167
$527K ﹤0.01%
89,848
-53,442
5168
$527K ﹤0.01%
91,044
+49,133
5169
$527K ﹤0.01%
289,560
-100,221
5170
$526K ﹤0.01%
24,268
+13,891
5171
$525K ﹤0.01%
113,354
-956
5172
$523K ﹤0.01%
10,015
-17,164
5173
$520K ﹤0.01%
21,318
-1,000
5174
$520K ﹤0.01%
523,050
-64,784
5175
$520K ﹤0.01%
42,733
+8,465
205 206
207
208 209