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
6001
$67.9K ﹤0.01%
+31,583
6002
$67.8K ﹤0.01%
22,000
6003
$67.6K ﹤0.01%
38,000
+10,500
6004
$67.4K ﹤0.01%
6,139
6005
$67.4K ﹤0.01%
48,456
-1,980
6006
$67.2K ﹤0.01%
2,171
+1
6007
$67K ﹤0.01%
51,541
+10,000
6008
$66.9K ﹤0.01%
32,808
-4,000
6009
$66.9K ﹤0.01%
1,546
+232
6010
$66.7K ﹤0.01%
+2,174
6011
$66.7K ﹤0.01%
34,200
6012
$66K ﹤0.01%
2,988
-2,800
6013
$65.6K ﹤0.01%
3,712
6014
$65.5K ﹤0.01%
3,328
-1,001
6015
$65.3K ﹤0.01%
5,056
-637
6016
$65K ﹤0.01%
2,899
-30
6017
$64.9K ﹤0.01%
1,755
-29
6018
$64.9K ﹤0.01%
3,063
+3,061
6019
$64.7K ﹤0.01%
1,885
-22,074
6020
$63.8K ﹤0.01%
58,490
-2,000
6021
$63.7K ﹤0.01%
8,590
+7,799
6022
$63.6K ﹤0.01%
24,950
-1,649
6023
$63.5K ﹤0.01%
2,968
-1,317
6024
$63.3K ﹤0.01%
38,810
-2,337
6025
$62.7K ﹤0.01%
2,605
+2,521
239 240
241
242 243