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
5801
$110K ﹤0.01%
5,003
+3
5802
$110K ﹤0.01%
+10,649
5803
$109K ﹤0.01%
2,299
5804
$109K ﹤0.01%
43,341
+390
5805
$109K ﹤0.01%
4,728
-5,321
5806
$109K ﹤0.01%
20,196
-22,640
5807
$109K ﹤0.01%
5,660
+205
5808
$108K ﹤0.01%
14,030
-1,211
5809
$108K ﹤0.01%
102,165
+102,045
5810
$108K ﹤0.01%
83,909
-30,199
5811
$108K ﹤0.01%
86,795
-111,899
5812
$108K ﹤0.01%
8,863
-6,076
5813
$107K ﹤0.01%
5,148
+2,495
5814
$107K ﹤0.01%
5,171
-1,118
5815
$107K ﹤0.01%
5,304
-2,640
5816
$107K ﹤0.01%
8,960
+402
5817
$107K ﹤0.01%
3,593
-480
5818
$107K ﹤0.01%
908
+100
5819
$106K ﹤0.01%
35,592
+18,553
5820
$106K ﹤0.01%
3,383
+3,038
5821
$106K ﹤0.01%
65,758
-150,376
5822
$106K ﹤0.01%
12,285
-35,849
5823
$106K ﹤0.01%
105,707
-918
5824
$105K ﹤0.01%
107,827
-30,315
5825
$105K ﹤0.01%
7,480
-93,183
231 232
233
234 235