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
2151
$34.9M ﹤0.01%
5,233,046
-1,765,331
2152
$34.7M ﹤0.01%
168,870
+2,131
2153
$34.7M ﹤0.01%
1,519,162
+48,144
2154
$34.7M ﹤0.01%
7,126,177
+7,125
2155
$34.7M ﹤0.01%
306,406
+63,832
2156
$34.7M ﹤0.01%
1,015,529
-198,997
2157
$34.6M ﹤0.01%
960,898
-29,598
2158
$34.6M ﹤0.01%
96,677
+12,065
2159
$34.6M ﹤0.01%
302,896
-63,821
2160
$34.6M ﹤0.01%
1,217,181
-114,076
2161
$34.5M ﹤0.01%
1,144,181
-185,748
2162
$34.4M ﹤0.01%
2,439,867
-1,319,630
2163
$34.4M ﹤0.01%
1,603,126
-56,530
2164
$34.4M ﹤0.01%
6,046,053
+7,459
2165
$34.4M ﹤0.01%
551,079
-105,688
2166
$34.4M ﹤0.01%
125,452
-85,020
2167
$34.3M ﹤0.01%
207,651
+74,992
2168
$34.2M ﹤0.01%
734,028
+240,715
2169
$34.2M ﹤0.01%
801,048
+7,873
2170
$34.2M ﹤0.01%
1,445,451
+151,434
2171
$34.2M ﹤0.01%
391,087
+7,197
2172
$34.1M ﹤0.01%
889,828
-21,322
2173
$34.1M ﹤0.01%
1,385,584
+446,720
2174
$34M ﹤0.01%
487,541
-121,592
2175
$34M ﹤0.01%
769,397
-113,537
85 86
87
88 89