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
5201
$482K ﹤0.01%
318,987
-227,923
5202
$482K ﹤0.01%
10,117
+604
5203
$482K ﹤0.01%
20,140
-15,269
5204
$481K ﹤0.01%
34,689
-12,790
5205
$480K ﹤0.01%
19,868
-6,079
5206
$480K ﹤0.01%
108,643
-2,500
5207
$480K ﹤0.01%
181,125
-84,754
5208
$480K ﹤0.01%
309,576
-243,558
5209
$480K ﹤0.01%
13,417
-8,572
5210
$479K ﹤0.01%
61,447
+5,907
5211
$479K ﹤0.01%
28,448
+24,688
5212
$476K ﹤0.01%
7,659
-11,278
5213
$476K ﹤0.01%
+54,734
5214
$475K ﹤0.01%
15,169
+371
5215
$475K ﹤0.01%
9,139
5216
$475K ﹤0.01%
39,547
-2,656
5217
$473K ﹤0.01%
9,660
+7,801
5218
$471K ﹤0.01%
23,146
-64,376
5219
$470K ﹤0.01%
6,260
-860
5220
$468K ﹤0.01%
18,508
+14,206
5221
$467K ﹤0.01%
178,853
-13,428
5222
$466K ﹤0.01%
26,802
5223
$466K ﹤0.01%
43,320
-17,394
5224
$464K ﹤0.01%
284,643
+151,366
5225
$463K ﹤0.01%
22,788
+18,227
207 208
209
210 211