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
5326
$368K ﹤0.01%
76,916
+13,800
5327
$367K ﹤0.01%
224,006
-4,000
5328
$366K ﹤0.01%
71,826
-52,969
5329
$366K ﹤0.01%
26,500
-15,429
5330
$366K ﹤0.01%
10,628
+10,344
5331
$363K ﹤0.01%
22,436
-11,616
5332
$363K ﹤0.01%
74,524
+46,950
5333
$362K ﹤0.01%
16,582
+11,003
5334
$360K ﹤0.01%
28,473
+703
5335
$358K ﹤0.01%
30,072
+4,863
5336
$357K ﹤0.01%
22,810
+13,535
5337
$357K ﹤0.01%
202,800
+24,832
5338
$357K ﹤0.01%
49,679
5339
$357K ﹤0.01%
73,534
-42,868
5340
$357K ﹤0.01%
94,077
-240,353
5341
$356K ﹤0.01%
76,142
+42,106
5342
$356K ﹤0.01%
87,894
-6,089
5343
$353K ﹤0.01%
62,476
-12,799
5344
$353K ﹤0.01%
47,926
+42,586
5345
$352K ﹤0.01%
27,398
-3,001
5346
$352K ﹤0.01%
20,999
+3,777
5347
$351K ﹤0.01%
21,261
-14,485
5348
$349K ﹤0.01%
20,890
-2,083
5349
$349K ﹤0.01%
13,619
-3,597
5350
$348K ﹤0.01%
4,973
-717
212 213
214
215 216