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
6176
$40K ﹤0.01%
24,379
-10,581
6177
$39.9K ﹤0.01%
25,252
6178
$39.8K ﹤0.01%
25,000
6179
$39.7K ﹤0.01%
34,504
-62,413
6180
$39.6K ﹤0.01%
14,397
6181
$39.5K ﹤0.01%
1,345
-7
6182
$39.2K ﹤0.01%
228
6183
$39.2K ﹤0.01%
35,436
-9,340
6184
$39K ﹤0.01%
10,423
-223,790
6185
$39K ﹤0.01%
601
6186
$38.8K ﹤0.01%
961
6187
$38.8K ﹤0.01%
14,513
6188
$38.6K ﹤0.01%
1,113
+1,112
6189
$38.5K ﹤0.01%
60,584
+47,383
6190
$38.5K ﹤0.01%
+42,500
6191
$38.4K ﹤0.01%
1,568
-1,194
6192
$38.4K ﹤0.01%
3,233
6193
$38.4K ﹤0.01%
8,602
-7,670
6194
$38.3K ﹤0.01%
1,203
-1
6195
$38.3K ﹤0.01%
+12,500
6196
$38.2K ﹤0.01%
11,823
+6,985
6197
$38.2K ﹤0.01%
35,025
-4,095
6198
$37.8K ﹤0.01%
5,781
+5,481
6199
$37K ﹤0.01%
43,505
-50,618
6200
$36.9K ﹤0.01%
10,125
246 247
248
249 250