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
5751
$125K ﹤0.01%
1,245
+609
5752
$125K ﹤0.01%
2,395
5753
$125K ﹤0.01%
3,464
-26
5754
$125K ﹤0.01%
5,860
+1,665
5755
$124K ﹤0.01%
17,323
+12,411
5756
$124K ﹤0.01%
136,468
-11,006
5757
$124K ﹤0.01%
1,089
-569
5758
$123K ﹤0.01%
28,749
+26,089
5759
$123K ﹤0.01%
113,514
-157,750
5760
$122K ﹤0.01%
51,684
-3,539
5761
$122K ﹤0.01%
2,872
+2,214
5762
$122K ﹤0.01%
38,854
+22,200
5763
$121K ﹤0.01%
131,210
-1,179
5764
$121K ﹤0.01%
76,519
+10,000
5765
$121K ﹤0.01%
20,800
-200
5766
$121K ﹤0.01%
22,419
-16,926
5767
$120K ﹤0.01%
3,500
5768
$120K ﹤0.01%
8,726
-74
5769
$120K ﹤0.01%
36,136
-965
5770
$120K ﹤0.01%
23,992
+5,234
5771
$120K ﹤0.01%
7,798
-11,980
5772
$120K ﹤0.01%
41,932
-1,470
5773
$119K ﹤0.01%
+4,788
5774
$119K ﹤0.01%
6,095
+2,093
5775
$119K ﹤0.01%
3,263
-1
229 230
231
232 233