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
5726
$133K ﹤0.01%
4,355
+499
5727
$133K ﹤0.01%
21,154
+2,357
5728
$132K ﹤0.01%
67,080
-267
5729
$132K ﹤0.01%
5,554
-7,454
5730
$131K ﹤0.01%
50,912
-5,309
5731
$131K ﹤0.01%
26,527
-27,051
5732
$131K ﹤0.01%
3,900
-300
5733
$131K ﹤0.01%
5,291
+300
5734
$131K ﹤0.01%
31,188
-41,981
5735
$130K ﹤0.01%
2,669
+431
5736
$130K ﹤0.01%
12,934
+246
5737
$130K ﹤0.01%
18,025
-9,510
5738
$130K ﹤0.01%
9,006
+1,606
5739
$130K ﹤0.01%
47,535
-30,760
5740
$130K ﹤0.01%
2,850
-2,700
5741
$129K ﹤0.01%
15,054
-1,771
5742
$129K ﹤0.01%
5,188
5743
$129K ﹤0.01%
43,551
+10,183
5744
$129K ﹤0.01%
20,257
+2,523
5745
$128K ﹤0.01%
51,285
+34,193
5746
$128K ﹤0.01%
3,228
5747
$128K ﹤0.01%
29,290
+3,190
5748
$127K ﹤0.01%
195,860
-1,324,276
5749
$126K ﹤0.01%
4,342
-3,385
5750
$126K ﹤0.01%
16,280
+9,214
228 229
230
231 232