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
5626
$175K ﹤0.01%
20,909
-627
5627
$175K ﹤0.01%
24,958
-25,341
5628
$174K ﹤0.01%
4,143
+3,353
5629
$174K ﹤0.01%
6,284
+4,291
5630
$174K ﹤0.01%
+47,700
5631
$173K ﹤0.01%
65,964
-60,968
5632
$173K ﹤0.01%
4,099
+2,647
5633
$172K ﹤0.01%
712
5634
$172K ﹤0.01%
5,734
-651
5635
$172K ﹤0.01%
67,385
+33,385
5636
$172K ﹤0.01%
4,079
+4,063
5637
$172K ﹤0.01%
5,604
-1,532
5638
$172K ﹤0.01%
5,268
+4,838
5639
$172K ﹤0.01%
131,960
5640
$171K ﹤0.01%
225,836
-152,500
5641
$171K ﹤0.01%
21,884
+20,656
5642
$171K ﹤0.01%
+3,000
5643
$171K ﹤0.01%
131,600
+29,230
5644
$170K ﹤0.01%
41,055
+4,336
5645
$170K ﹤0.01%
10,136
-814
5646
$170K ﹤0.01%
3,177
5647
$170K ﹤0.01%
11,634
-2,102
5648
$169K ﹤0.01%
63,138
-13,077
5649
$168K ﹤0.01%
43,458
-56,811
5650
$168K ﹤0.01%
152,636
-113,580
224 225
226
227 228