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
5451
$272K ﹤0.01%
53,965
5452
$272K ﹤0.01%
2,488
+173
5453
$272K ﹤0.01%
38,847
+2,275
5454
$271K ﹤0.01%
218,579
-581,334
5455
$271K ﹤0.01%
8,869
-7,027
5456
$269K ﹤0.01%
+24,192
5457
$268K ﹤0.01%
385,194
+66,306
5458
$268K ﹤0.01%
423,313
+93,249
5459
$267K ﹤0.01%
234,520
+47,806
5460
$267K ﹤0.01%
36,753
-4,241
5461
$267K ﹤0.01%
15,018
-7,092
5462
$267K ﹤0.01%
6,322
-1,229
5463
$266K ﹤0.01%
25,649
+74
5464
$266K ﹤0.01%
152,599
-42,246
5465
$264K ﹤0.01%
6,298
-1,837
5466
$264K ﹤0.01%
67,260
-59,936
5467
$264K ﹤0.01%
193,753
-582,033
5468
$263K ﹤0.01%
5,527
5469
$263K ﹤0.01%
+23,893
5470
$263K ﹤0.01%
13,513
-26
5471
$262K ﹤0.01%
71,270
+70,480
5472
$262K ﹤0.01%
87,804
5473
$261K ﹤0.01%
31,952
-29,968
5474
$260K ﹤0.01%
134,910
-65,684
5475
$260K ﹤0.01%
6,555
+1,830
217 218
219
220 221