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
5526
$228K ﹤0.01%
+7,013
5527
$227K ﹤0.01%
79,258
+59,748
5528
$225K ﹤0.01%
7,400
-5,000
5529
$225K ﹤0.01%
48,131
-324,728
5530
$224K ﹤0.01%
12,343
+11,426
5531
$224K ﹤0.01%
230,685
-38,970
5532
$223K ﹤0.01%
358,460
-2,140,642
5533
$223K ﹤0.01%
+580
5534
$222K ﹤0.01%
53,164
-40,144
5535
$222K ﹤0.01%
6,016
+500
5536
$221K ﹤0.01%
+20,731
5537
$220K ﹤0.01%
4,143
+593
5538
$220K ﹤0.01%
6,755
-263
5539
$219K ﹤0.01%
130,551
+9,162
5540
$219K ﹤0.01%
28,555
+28,535
5541
$218K ﹤0.01%
146,588
+18,500
5542
$217K ﹤0.01%
9,800
+393
5543
$217K ﹤0.01%
12,341
-5,514
5544
$217K ﹤0.01%
20,801
-4,813
5545
$216K ﹤0.01%
176,979
-49,871
5546
$215K ﹤0.01%
329,685
+265,185
5547
$214K ﹤0.01%
83,558
-86,658
5548
$213K ﹤0.01%
85,562
+50,429
5549
$212K ﹤0.01%
7,065
5550
$211K ﹤0.01%
69,532
-5,929
220 221
222
223 224