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
6876
$3.68K ﹤0.01%
955
6877
$3.67K ﹤0.01%
107
6878
$3.65K ﹤0.01%
1,271
-691
6879
$3.64K ﹤0.01%
+3,500
6880
$3.64K ﹤0.01%
2,021
6881
$3.63K ﹤0.01%
461
6882
$3.6K ﹤0.01%
150
-2
6883
$3.58K ﹤0.01%
1,766
+154
6884
$3.55K ﹤0.01%
118
6885
$3.5K ﹤0.01%
1,000
-1,800
6886
$3.46K ﹤0.01%
4,792
6887
$3.45K ﹤0.01%
426
6888
$3.45K ﹤0.01%
1,466
6889
$3.42K ﹤0.01%
63
+14
6890
$3.4K ﹤0.01%
539
6891
$3.4K ﹤0.01%
69
+67
6892
$3.4K ﹤0.01%
507
+476
6893
$3.31K ﹤0.01%
4,123
-61
6894
$3.3K ﹤0.01%
478
-210
6895
$3.27K ﹤0.01%
83
-1
6896
$3.22K ﹤0.01%
202
6897
$3.22K ﹤0.01%
1,490
6898
$3.22K ﹤0.01%
4,061
-26,900
6899
$3.21K ﹤0.01%
294
6900
$3.19K ﹤0.01%
66
-131
274 275
276
277 278