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
8001
– –
-484,777
8002
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-7,397
8003
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-5,913,033
8004
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-36,135
8005
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8006
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-7,608
8007
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-2,928
8008
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-283,416
8009
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-1,500
8010
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0
8011
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-1,000
8012
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-680,468
8013
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-884,567
8014
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-49,961
8015
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-1
8016
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-1
8017
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-43,048
8018
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-35
8019
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-275,990
8020
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-8,739
8021
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-571,998
8022
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-50,000
8023
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-98,972
8024
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-33,968
8025
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-34,956
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