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
5926
$84.1K ﹤0.01%
2,645
+44
5927
$84K ﹤0.01%
17,466
-9,634
5928
$83.9K ﹤0.01%
1,481
+146
5929
$83.7K ﹤0.01%
14,193
+4,493
5930
$83.6K ﹤0.01%
4,450
+1,856
5931
$83.5K ﹤0.01%
27,820
-9,467
5932
$83.4K ﹤0.01%
11,818
+84
5933
$83.2K ﹤0.01%
9,568
-4,929
5934
$83.2K ﹤0.01%
5,930
+5,636
5935
$83.1K ﹤0.01%
35,746
-22,991
5936
$83K ﹤0.01%
826
+750
5937
$82.7K ﹤0.01%
71,947
-51,706
5938
$82.6K ﹤0.01%
40,105
-19,724
5939
$82.1K ﹤0.01%
18,746
+18,546
5940
$81.8K ﹤0.01%
76,450
+38,903
5941
$81.4K ﹤0.01%
1,659
5942
$81.2K ﹤0.01%
2,125
-1,617
5943
$80.4K ﹤0.01%
1,613
-91
5944
$80.2K ﹤0.01%
1,268
+360
5945
$79.8K ﹤0.01%
2,708
+675
5946
$79.8K ﹤0.01%
17,700
+5,800
5947
$79.8K ﹤0.01%
27,035
+6,433
5948
$79.1K ﹤0.01%
2,642
5949
$78.4K ﹤0.01%
27,037
+4,899
5950
$78.4K ﹤0.01%
78,381
-5,184
236 237
238
239 240