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
5226
$463K ﹤0.01%
17,382
-8,960
5227
$461K ﹤0.01%
22,680
+10,116
5228
$460K ﹤0.01%
197,504
-52,140
5229
$458K ﹤0.01%
436,221
-48,419
5230
$458K ﹤0.01%
109,511
-28,279
5231
$456K ﹤0.01%
22,098
-429
5232
$455K ﹤0.01%
18,364
+3,083
5233
$454K ﹤0.01%
26,127
-1,035
5234
$454K ﹤0.01%
46,553
-7,926
5235
$454K ﹤0.01%
9,110
-14,567
5236
$453K ﹤0.01%
156,319
+101,371
5237
$450K ﹤0.01%
17,768
+4,001
5238
$449K ﹤0.01%
741,122
+540,176
5239
$448K ﹤0.01%
120,656
-54,776
5240
$447K ﹤0.01%
14,217
+618
5241
$447K ﹤0.01%
14,465
+4,597
5242
$447K ﹤0.01%
7,780
-199
5243
$446K ﹤0.01%
14,514
-1,718
5244
$445K ﹤0.01%
19,624
-5,355
5245
$444K ﹤0.01%
7,875
-317
5246
$443K ﹤0.01%
385,198
+197,379
5247
$441K ﹤0.01%
482,764
-2,266,833
5248
$440K ﹤0.01%
5,909
+3,159
5249
$440K ﹤0.01%
7,779
-303
5250
$440K ﹤0.01%
52,436
+863
208 209
210
211 212