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
8076
– –
-502
8077
– –
-1
8078
– –
-1,300
8079
– –
-22
8080
– –
-1
8081
– –
-343
8082
– –
-2
8083
– –
-110
8084
– –
-100
8085
– –
-2,800
8086
– –
-9,269
8087
– –
-1
8088
– –
-165
8089
– –
-127
8090
– –
-1
8091
– –
-1
8092
– –
-29,078
8093
– –
-102
8094
– –
-1
8095
– –
-2,210
8096
– –
-1
8097
– –
-1
8098
– –
-1
8099
– –
-1
8100
– –
-1,099
322 323
324
325 326