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
5501
$244K ﹤0.01%
2,808
+1
5502
$243K ﹤0.01%
8,221
+5,973
5503
$242K ﹤0.01%
5,500
-11,972
5504
$240K ﹤0.01%
4,106
-7,270
5505
$240K ﹤0.01%
18,302
+4,721
5506
$239K ﹤0.01%
23,410
-9,311
5507
$237K ﹤0.01%
72,851
+22,602
5508
$237K ﹤0.01%
58,345
-16,872
5509
$237K ﹤0.01%
46,385
-19,407
5510
$237K ﹤0.01%
12,561
-24,902
5511
$235K ﹤0.01%
17,850
-6,412
5512
$235K ﹤0.01%
6,095
+490
5513
$234K ﹤0.01%
2,874
+1
5514
$234K ﹤0.01%
5,268
-4,052
5515
$234K ﹤0.01%
8,896
+1
5516
$233K ﹤0.01%
17,097
-8,407
5517
$233K ﹤0.01%
302,779
-62,380
5518
$232K ﹤0.01%
11,042
-736
5519
$231K ﹤0.01%
42,086
-206,376
5520
$230K ﹤0.01%
72,349
+25,872
5521
$230K ﹤0.01%
142,703
-122,576
5522
$229K ﹤0.01%
212,467
5523
$229K ﹤0.01%
4,074
+2,165
5524
$229K ﹤0.01%
3,395
+936
5525
$228K ﹤0.01%
+6,321
219 220
221
222 223