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
5701
$144K ﹤0.01%
11,255
+35
5702
$144K ﹤0.01%
4,275
+3,892
5703
$144K ﹤0.01%
20,542
-1,205
5704
$143K ﹤0.01%
1,070
+663
5705
$143K ﹤0.01%
72,137
+59,373
5706
$143K ﹤0.01%
13,148
-215
5707
$142K ﹤0.01%
3,986
+384
5708
$142K ﹤0.01%
18,255
-8,939
5709
$140K ﹤0.01%
3,675
5710
$140K ﹤0.01%
28,723
-8,748
5711
$140K ﹤0.01%
2,503
5712
$140K ﹤0.01%
3,677
-1,146
5713
$140K ﹤0.01%
46,823
-2,591
5714
$138K ﹤0.01%
82,292
-8,759
5715
$138K ﹤0.01%
32,134
-19,497
5716
$137K ﹤0.01%
12,927
-6,430
5717
$137K ﹤0.01%
12,509
-22,368
5718
$136K ﹤0.01%
77,621
-62,170
5719
$136K ﹤0.01%
64,053
-32,884
5720
$135K ﹤0.01%
259,610
-41,006
5721
$135K ﹤0.01%
21,652
+5,876
5722
$135K ﹤0.01%
19,000
+650
5723
$135K ﹤0.01%
72,004
-94,551
5724
$135K ﹤0.01%
202,898
+4,379
5725
$134K ﹤0.01%
44,769
-52,072
227 228
229
230 231