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
5251
$439K ﹤0.01%
67,487
-18,628
5252
$438K ﹤0.01%
446,482
+203,751
5253
$438K ﹤0.01%
968,781
+308,720
5254
$437K ﹤0.01%
88,768
+39,328
5255
$437K ﹤0.01%
95,651
-14,134
5256
$435K ﹤0.01%
8,750
+4,277
5257
$434K ﹤0.01%
54,958
-3,058
5258
$434K ﹤0.01%
341,485
-762,941
5259
$431K ﹤0.01%
47,395
+44,951
5260
$430K ﹤0.01%
134,464
-21,893
5261
$429K ﹤0.01%
27,385
-20,283
5262
$428K ﹤0.01%
78,387
-1,006
5263
$428K ﹤0.01%
164,471
+36,524
5264
$426K ﹤0.01%
346,707
-303,834
5265
$426K ﹤0.01%
25,027
+16,985
5266
$426K ﹤0.01%
61,884
-5,803
5267
$425K ﹤0.01%
+12,684
5268
$425K ﹤0.01%
48,821
-14,580
5269
$422K ﹤0.01%
8,406
-26,726
5270
$422K ﹤0.01%
38,829
-240,607
5271
$420K ﹤0.01%
21,539
+9,207
5272
$420K ﹤0.01%
8,836
+1
5273
$420K ﹤0.01%
633,564
-361,732
5274
$419K ﹤0.01%
37,568
-7,545
5275
$419K ﹤0.01%
37,198
+25,134
209 210
211
212 213