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
5276
$414K ﹤0.01%
21,084
-252
5277
$414K ﹤0.01%
10,100
5278
$414K ﹤0.01%
13,814
+3,204
5279
$411K ﹤0.01%
79,244
+50,267
5280
$411K ﹤0.01%
16,516
-183,484
5281
$411K ﹤0.01%
100,000
5282
$411K ﹤0.01%
12,727
-2,389
5283
$410K ﹤0.01%
157,648
+155,648
5284
$407K ﹤0.01%
458,834
+101,222
5285
$407K ﹤0.01%
76,611
+14,980
5286
$406K ﹤0.01%
9,542
+1,349
5287
$405K ﹤0.01%
34,764
5288
$405K ﹤0.01%
25,247
+4,808
5289
$404K ﹤0.01%
11,991
-5,193
5290
$404K ﹤0.01%
5,993
-37
5291
$404K ﹤0.01%
28,201
-27,484
5292
$402K ﹤0.01%
12,423
-6,644
5293
$399K ﹤0.01%
57,157
+30,601
5294
$397K ﹤0.01%
38,941
-14,548
5295
$395K ﹤0.01%
12,428
-80
5296
$394K ﹤0.01%
39,266
-18,716
5297
$393K ﹤0.01%
103,583
+16,154
5298
$392K ﹤0.01%
6,384
+1,506
5299
$391K ﹤0.01%
117,542
+14,876
5300
$390K ﹤0.01%
20,865
+642
210 211
212
213 214