Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
7976
– –
-11,593
7977
– –
-19,154
7978
– –
-15,000
7979
– –
-10,601,397
7980
– –
-455,989
7981
– –
-769,446
7982
– –
-286,106
7983
– –
-309,590
7984
– –
-3,797,115
7985
– –
-2,387,076
7986
– –
-1
7987
– –
-630,931
7988
– –
-28,572
7989
– –
-7,160
7990
– –
-2,150,771
7991
– –
-1
7992
– –
-1,688,402
7993
– –
-1,007,097
7994
– –
-727,528
7995
– –
-268,701
7996
– –
-212
7997
– –
-1,470,522
7998
– –
-941,054
7999
– –
-52,107
8000
– –
-893,686
318 319
320
321 322