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
5176
$519K ﹤0.01%
399,219
-20,775
5177
$519K ﹤0.01%
24,164
-27,275
5178
$516K ﹤0.01%
36,900
-2,815
5179
$511K ﹤0.01%
217,071
+2,600
5180
$510K ﹤0.01%
108,180
-168,588
5181
$508K ﹤0.01%
18,461
+17,667
5182
$505K ﹤0.01%
459,533
+310,978
5183
$505K ﹤0.01%
7,689
+5,954
5184
$505K ﹤0.01%
867,659
-382,769
5185
$503K ﹤0.01%
18,457
-6,799
5186
$503K ﹤0.01%
8,745
-4,515
5187
$500K ﹤0.01%
20,117
+1,338
5188
$499K ﹤0.01%
14,238
-3,437
5189
$498K ﹤0.01%
9,955
+9,805
5190
$497K ﹤0.01%
9,708
-5,100
5191
$496K ﹤0.01%
16,064
+2,288
5192
$495K ﹤0.01%
63,835
+5,719
5193
$492K ﹤0.01%
183,638
+42,593
5194
$491K ﹤0.01%
193,208
+106,900
5195
$490K ﹤0.01%
99,295
-64,604
5196
$489K ﹤0.01%
745,761
-1,135,500
5197
$489K ﹤0.01%
90,879
-7,970
5198
$484K ﹤0.01%
8,360
+75
5199
$484K ﹤0.01%
49,216
+14,009
5200
$483K ﹤0.01%
74,607
-45,990
206 207
208
209 210