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
6551
$12.8K ﹤0.01%
2,227
+1,727
6552
$12.8K ﹤0.01%
584
6553
$12.8K ﹤0.01%
5,828
6554
$12.8K ﹤0.01%
6,380
+4,073
6555
$12.8K ﹤0.01%
261
+102
6556
$12.7K ﹤0.01%
600
+1
6557
$12.6K ﹤0.01%
128
-1
6558
$12.6K ﹤0.01%
461
6559
$12.4K ﹤0.01%
3,726
-4,936
6560
$12.3K ﹤0.01%
+2,000
6561
$12.3K ﹤0.01%
270
6562
$12.2K ﹤0.01%
3,109
-995
6563
$12.2K ﹤0.01%
352
+351
6564
$12.2K ﹤0.01%
5,306
-4,595
6565
$11.9K ﹤0.01%
564
6566
$11.9K ﹤0.01%
4,466
-649
6567
$11.9K ﹤0.01%
+3,539
6568
$11.8K ﹤0.01%
8,210
+300
6569
$11.8K ﹤0.01%
+146
6570
$11.8K ﹤0.01%
300
6571
$11.8K ﹤0.01%
6,372
+738
6572
$11.7K ﹤0.01%
444
+201
6573
$11.7K ﹤0.01%
4,101
-496
6574
$11.7K ﹤0.01%
2,039
6575
$11.7K ﹤0.01%
176
-52