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
$452B
AUM Growth
+$83.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,975
New
Increased
Reduced
Closed

Top Buys

1
+$2.09B
2
+$1.04B
3
+$752M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$693M
5
DDOG icon
Datadog
DDOG
+$578M

Top Sells

1
+$5.34B
2
+$1B
3
+$847M
4
AAPL icon
Apple
AAPL
+$846M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$791M

Sector Composition

1 Technology 19.33%
2 Healthcare 10.4%
3 Consumer Discretionary 8.1%
4 Communication Services 7.81%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$5.74M ﹤0.01%
107,243
-18,461
2502
$5.74M ﹤0.01%
99,688
+66,615
2503
$5.73M ﹤0.01%
76,451
-56,569
2504
$5.73M ﹤0.01%
217,099
+92,901
2505
$5.73M ﹤0.01%
240,690
-222,218
2506
$5.73M ﹤0.01%
41,408
+4,311
2507
$5.73M ﹤0.01%
271,480
-77,948
2508
$5.72M ﹤0.01%
353,613
-515,696
2509
$5.72M ﹤0.01%
95,819
+68,317
2510
$5.72M ﹤0.01%
189,488
+59,212
2511
$5.72M ﹤0.01%
135,768
+33,578
2512
$5.69M ﹤0.01%
312,679
+103,575
2513
$5.68M ﹤0.01%
47,832
+3,557
2514
$5.68M ﹤0.01%
640,795
+313,060
2515
$5.65M ﹤0.01%
95,155
-76,907
2516
$5.65M ﹤0.01%
89,046
+50,217
2517
$5.64M ﹤0.01%
175,392
+31,613
2518
$5.63M ﹤0.01%
72,951
+6,981
2519
$5.63M ﹤0.01%
504,434
+75,133
2520
$5.63M ﹤0.01%
312,582
+299,629
2521
$5.61M ﹤0.01%
220,344
+15,266
2522
$5.61M ﹤0.01%
893,876
+767,420
2523
$5.6M ﹤0.01%
104,702
+71,009
2524
$5.59M ﹤0.01%
147,235
-59,151
2525
$5.59M ﹤0.01%
795,956
-19,021
99 100
101
102 103