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
5776
$118K ﹤0.01%
1,973
5777
$118K ﹤0.01%
45,356
+41,910
5778
$118K ﹤0.01%
29,582
+1,845
5779
$117K ﹤0.01%
+8,689
5780
$117K ﹤0.01%
1,937
+1,411
5781
$117K ﹤0.01%
5,967
-1,119
5782
$117K ﹤0.01%
8,731
-1,250
5783
$116K ﹤0.01%
93,874
+60,736
5784
$116K ﹤0.01%
3,176
+1
5785
$116K ﹤0.01%
2,843
+432
5786
$116K ﹤0.01%
17,351
+1,910
5787
$116K ﹤0.01%
4,092
+3,214
5788
$115K ﹤0.01%
5,499
-732
5789
$114K ﹤0.01%
21,342
+14,645
5790
$114K ﹤0.01%
64,237
+51,476
5791
$113K ﹤0.01%
20,868
-15,948
5792
$113K ﹤0.01%
2,079
+28
5793
$113K ﹤0.01%
33,502
+18,631
5794
$112K ﹤0.01%
698
+573
5795
$111K ﹤0.01%
29,626
-413,327
5796
$111K ﹤0.01%
25,996
+4,564
5797
$111K ﹤0.01%
29,272
-77,498
5798
$111K ﹤0.01%
5,019
+3,172
5799
$110K ﹤0.01%
11,970
-150
5800
$110K ﹤0.01%
2,815
+2,415
230 231
232
233 234