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
6126
$46K ﹤0.01%
1,201
-102
6127
$46K ﹤0.01%
1,336
-750
6128
$45.8K ﹤0.01%
2,089
+942
6129
$45.7K ﹤0.01%
4,404
-949
6130
$45.5K ﹤0.01%
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6131
$45.4K ﹤0.01%
20,100
+5,800
6132
$45.2K ﹤0.01%
866
-1,519
6133
$45.1K ﹤0.01%
43,356
-36,685
6134
$45K ﹤0.01%
1,496
6135
$45K ﹤0.01%
1,972
+1
6136
$45K ﹤0.01%
1,362
-2,309
6137
$45K ﹤0.01%
4,554
-1,771
6138
$44.8K ﹤0.01%
686
-1,384
6139
$44.7K ﹤0.01%
2,640
6140
$44.6K ﹤0.01%
1,453
-2,228
6141
$44.3K ﹤0.01%
61
-906
6142
$44.2K ﹤0.01%
35,064
-51,431
6143
$44K ﹤0.01%
2,166
-8
6144
$43.8K ﹤0.01%
7,375
-100
6145
$43.7K ﹤0.01%
4,770
+2,493
6146
$43.7K ﹤0.01%
14,871
+105
6147
$43.6K ﹤0.01%
6,740
+3,940
6148
$43.5K ﹤0.01%
71,977
+3,100
6149
$43.4K ﹤0.01%
1,548
6150
$43.4K ﹤0.01%
1,133
+1,001
244 245
246
247 248