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
5976
$73.7K ﹤0.01%
34,116
+23,954
5977
$73.4K ﹤0.01%
61,698
+17,627
5978
$73.3K ﹤0.01%
1,706
+1,150
5979
$73K ﹤0.01%
4,168
+2,440
5980
$72.9K ﹤0.01%
2,043
5981
$72.6K ﹤0.01%
27,293
+10,826
5982
$72.3K ﹤0.01%
2,204
5983
$72.2K ﹤0.01%
+18,365
5984
$71.8K ﹤0.01%
66,450
+50,672
5985
$71.5K ﹤0.01%
35,221
+490
5986
$71.3K ﹤0.01%
22,201
+22,197
5987
$71.3K ﹤0.01%
53,574
-23,127
5988
$71.2K ﹤0.01%
1,021
+601
5989
$71.2K ﹤0.01%
65,901
-13,131
5990
$70.8K ﹤0.01%
1,843
+1,342
5991
$70.6K ﹤0.01%
1,706
+450
5992
$70.3K ﹤0.01%
11,828
-16,523
5993
$69.8K ﹤0.01%
+14,572
5994
$69.7K ﹤0.01%
49,064
-1,257
5995
$69.5K ﹤0.01%
550
+33
5996
$68.8K ﹤0.01%
2,756
-1,838
5997
$68.6K ﹤0.01%
+13,167
5998
$68.5K ﹤0.01%
1,579
-137
5999
$68.2K ﹤0.01%
6,977
+4,658
6000
$68K ﹤0.01%
81,943
+29,104
238 239
240
241 242