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
6151
$43.2K ﹤0.01%
2,421
+130
6152
$43K ﹤0.01%
5,155
-2,061
6153
$42.7K ﹤0.01%
886
-337
6154
$42.7K ﹤0.01%
1,122
+1,008
6155
$42.7K ﹤0.01%
1,764
-1,538
6156
$42.7K ﹤0.01%
1,967
-1
6157
$42.2K ﹤0.01%
1,481
-2,812
6158
$42K ﹤0.01%
21,001
+20,308
6159
$42K ﹤0.01%
1,000
-2,203
6160
$41.9K ﹤0.01%
5,163
-4
6161
$41.8K ﹤0.01%
3,738
+1,034
6162
$41.4K ﹤0.01%
5,310
6163
$41.4K ﹤0.01%
1,200
6164
$41.4K ﹤0.01%
23
+18
6165
$41.2K ﹤0.01%
+3,939
6166
$40.7K ﹤0.01%
35,723
+21,239
6167
$40.7K ﹤0.01%
+18,668
6168
$40.6K ﹤0.01%
7,590
-13,854
6169
$40.6K ﹤0.01%
832
6170
$40.5K ﹤0.01%
79,458
+3,947
6171
$40.4K ﹤0.01%
5,300
6172
$40.4K ﹤0.01%
6,805
-2,593
6173
$40.4K ﹤0.01%
25,904
+2,884
6174
$40.4K ﹤0.01%
1,520
-557
6175
$40.1K ﹤0.01%
17,737
245 246
247
248 249