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
5601
$185K ﹤0.01%
4,404
-7,968
5602
$185K ﹤0.01%
3,711
+2
5603
$184K ﹤0.01%
37,637
-108,773
5604
$184K ﹤0.01%
32,525
-2,830
5605
$183K ﹤0.01%
17,374
+1,484
5606
$183K ﹤0.01%
29,187
-9,906
5607
$183K ﹤0.01%
82,983
-4,260
5608
$182K ﹤0.01%
160,290
+127,946
5609
$181K ﹤0.01%
22,007
+13,485
5610
$181K ﹤0.01%
23,731
+3,039
5611
$180K ﹤0.01%
4,724
-200
5612
$180K ﹤0.01%
23,826
-5,432
5613
$180K ﹤0.01%
4,273
5614
$180K ﹤0.01%
3,574
+73
5615
$179K ﹤0.01%
314,549
-1,173,757
5616
$178K ﹤0.01%
100,165
+100,154
5617
$178K ﹤0.01%
14,245
+787
5618
$178K ﹤0.01%
+10,351
5619
$177K ﹤0.01%
16,299
+10,711
5620
$177K ﹤0.01%
4,282
+254
5621
$177K ﹤0.01%
8,217
+5,787
5622
$177K ﹤0.01%
3,689
-5,632
5623
$176K ﹤0.01%
7,160
-360
5624
$176K ﹤0.01%
14,464
+2,541
5625
$176K ﹤0.01%
6,695
-8,500
223 224
225
226 227