Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$1.63B
2
+$1.14B
3
+$1.04B
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$859M
5
SPGI icon
S&P Global
SPGI
+$832M

Top Sells

1
+$1.17B
2
+$1B
3
+$895M
4
STZ icon
Constellation Brands
STZ
+$861M
5
CVNA icon
Carvana
CVNA
+$851M

Sector Composition

1 Technology 20.5%
2 Financials 12.09%
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
6226
$34.3K ﹤0.01%
+17,750
6227
$34.1K ﹤0.01%
897
+420
6228
$34K ﹤0.01%
3,334
+300
6229
$33.9K ﹤0.01%
5,200
+2,200
6230
$33.8K ﹤0.01%
797
-93
6231
$33.8K ﹤0.01%
49,948
-6,500
6232
$33.5K ﹤0.01%
+674
6233
$33.5K ﹤0.01%
4,452
+2
6234
$33.5K ﹤0.01%
11,991
+3,107
6235
$33.2K ﹤0.01%
846
6236
$33.1K ﹤0.01%
19,967
-9,689
6237
$33.1K ﹤0.01%
1,377
+1,032
6238
$33K ﹤0.01%
1,156
-176
6239
$33K ﹤0.01%
36,659
-20,730
6240
$32.9K ﹤0.01%
855
+660
6241
$32.8K ﹤0.01%
3,420
+1,115
6242
$32.7K ﹤0.01%
751
+373
6243
$32.7K ﹤0.01%
10,098
-8,387
6244
$32.6K ﹤0.01%
2,074
+1,256
6245
$32.2K ﹤0.01%
1,162
-1,500
6246
$32.2K ﹤0.01%
2,477
+699
6247
$31.8K ﹤0.01%
2,214
-2,121
6248
$31.7K ﹤0.01%
21,013
+20,001
6249
$31.7K ﹤0.01%
10,188
+88
6250
$31.4K ﹤0.01%
+1,068
248 249
250
251 252