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
5951
$78.2K ﹤0.01%
12,107
-1,141
5952
$78.1K ﹤0.01%
1,314
5953
$78K ﹤0.01%
1,755
5954
$77.5K ﹤0.01%
47,000
+44,261
5955
$77.5K ﹤0.01%
43,524
5956
$77.5K ﹤0.01%
2,003
-568
5957
$77.4K ﹤0.01%
19,495
+14,982
5958
$77.3K ﹤0.01%
+12,470
5959
$77.1K ﹤0.01%
12,599
+1
5960
$77K ﹤0.01%
4,084
+3,688
5961
$76.8K ﹤0.01%
1,173
+80
5962
$76.7K ﹤0.01%
35,825
+1,192
5963
$76.4K ﹤0.01%
80,379
-197,551
5964
$76.3K ﹤0.01%
2,070
+78
5965
$76.2K ﹤0.01%
1,267
5966
$76.1K ﹤0.01%
31,584
-878
5967
$76K ﹤0.01%
1,611
5968
$75.5K ﹤0.01%
2,328
-201
5969
$75.3K ﹤0.01%
5,330
+4,110
5970
$74.9K ﹤0.01%
32,303
+12,850
5971
$74.9K ﹤0.01%
+1,763
5972
$74.6K ﹤0.01%
1,754
-1
5973
$74.3K ﹤0.01%
1,750
-3,191
5974
$74.1K ﹤0.01%
1,452
-1,292
5975
$73.7K ﹤0.01%
67
+9