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
5876
$94K ﹤0.01%
40,240
-33,977
5877
$93.7K ﹤0.01%
29,023
-11,198
5878
$93.4K ﹤0.01%
55,242
-32,519
5879
$93.3K ﹤0.01%
3,691
-317
5880
$93K ﹤0.01%
733
+567
5881
$92.9K ﹤0.01%
1,626
+1
5882
$92.5K ﹤0.01%
3,551
+1,801
5883
$92.1K ﹤0.01%
27,918
+14,060
5884
$92.1K ﹤0.01%
3,534
+2,534
5885
$91.9K ﹤0.01%
2,061
5886
$91.7K ﹤0.01%
46,530
-4,946
5887
$91.4K ﹤0.01%
9,235
+1,140
5888
$91.4K ﹤0.01%
1,966
-24
5889
$91.1K ﹤0.01%
9,547
-4,227
5890
$91.1K ﹤0.01%
64,806
-488,672
5891
$91K ﹤0.01%
5,007
-150,336
5892
$91K ﹤0.01%
30,546
-19,521
5893
$90.8K ﹤0.01%
10,538
+9,011
5894
$90.7K ﹤0.01%
6,309
+3,882
5895
$90.7K ﹤0.01%
2,929
-2,489
5896
$90.7K ﹤0.01%
2,897
-2,624
5897
$90.7K ﹤0.01%
998
+93
5898
$90.5K ﹤0.01%
3,903
5899
$90.1K ﹤0.01%
2,057
-250
5900
$89.4K ﹤0.01%
5,860
+2,724
234 235
236
237 238