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
2526
$5.57M ﹤0.01%
1,345,212
+458,471
2527
$5.56M ﹤0.01%
125,713
+66,285
2528
$5.55M ﹤0.01%
221,702
-92,430
2529
$5.55M ﹤0.01%
413,702
-12,547
2530
$5.54M ﹤0.01%
554,467
-127,734
2531
$5.53M ﹤0.01%
788,163
-256,386
2532
$5.53M ﹤0.01%
410,478
+257,413
2533
$5.52M ﹤0.01%
141,829
-26,015
2534
$5.51M ﹤0.01%
129,741
-53,462
2535
$5.5M ﹤0.01%
505,352
+356,737
2536
$5.5M ﹤0.01%
368,904
+292,096
2537
$5.49M ﹤0.01%
88,918
-422,098
2538
$5.49M ﹤0.01%
247,060
+88,480
2539
$5.49M ﹤0.01%
110,845
-4,495
2540
$5.48M ﹤0.01%
57,204
+23,721
2541
$5.48M ﹤0.01%
+226,771
2542
$5.48M ﹤0.01%
553,940
+74,678
2543
$5.47M ﹤0.01%
215,698
+47,669
2544
$5.47M ﹤0.01%
154,750
-26,467
2545
$5.47M ﹤0.01%
107,635
-35,270
2546
$5.47M ﹤0.01%
6,916
-17,074
2547
$5.47M ﹤0.01%
53,625
+3,423
2548
$5.46M ﹤0.01%
482,439
-13,079
2549
$5.45M ﹤0.01%
852,932
+555,171
2550
$5.44M ﹤0.01%
392,751
+211,766
100 101
102
103 104