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
6101
$49.4K ﹤0.01%
+3,262
6102
$49.1K ﹤0.01%
43,465
-57,091
6103
$48.8K ﹤0.01%
1,430
6104
$48.7K ﹤0.01%
3,501
-1
6105
$48.5K ﹤0.01%
+23,986
6106
$48.3K ﹤0.01%
2,601
+517
6107
$48.3K ﹤0.01%
10,726
6108
$48.2K ﹤0.01%
39,474
-17,918
6109
$48.1K ﹤0.01%
785
-23
6110
$48.1K ﹤0.01%
19,619
-84,343
6111
$48K ﹤0.01%
9,236
+412
6112
$47.9K ﹤0.01%
84,702
-193,502
6113
$47.9K ﹤0.01%
2,677
+2,494
6114
$47.7K ﹤0.01%
39,120
+21,298
6115
$47.7K ﹤0.01%
5,668
-9,522
6116
$47.6K ﹤0.01%
2,576
6117
$47.4K ﹤0.01%
21,646
+14,350
6118
$47.4K ﹤0.01%
1,895
6119
$47.4K ﹤0.01%
922
+288
6120
$47.3K ﹤0.01%
953
+251
6121
$47.1K ﹤0.01%
1,007
+323
6122
$47K ﹤0.01%
50,501
-52,080
6123
$46.4K ﹤0.01%
+1,362
6124
$46.1K ﹤0.01%
4,593
+4,563
6125
$46.1K ﹤0.01%
1,161