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
2676
$4.82M ﹤0.01%
389,555
-7,419
2677
$4.81M ﹤0.01%
31,981
-449
2678
$4.81M ﹤0.01%
561,993
-32,177
2679
$4.8M ﹤0.01%
355,458
-295,740
2680
$4.8M ﹤0.01%
934,347
-297,092
2681
$4.8M ﹤0.01%
115,326
+20,835
2682
$4.8M ﹤0.01%
78,442
+22,253
2683
$4.79M ﹤0.01%
289,652
-14,028
2684
$4.79M ﹤0.01%
1,113,146
-62,489
2685
$4.78M ﹤0.01%
34,192
-1,164
2686
$4.77M ﹤0.01%
59,924
-396,147
2687
$4.77M ﹤0.01%
70,070
-19,398
2688
$4.76M ﹤0.01%
38,044
-565
2689
$4.76M ﹤0.01%
216,502
+58,254
2690
$4.76M ﹤0.01%
173,285
-15,623
2691
$4.76M ﹤0.01%
1,218,079
+702,634
2692
$4.75M ﹤0.01%
90,208
-22,601
2693
$4.75M ﹤0.01%
24,736
-7,165
2694
$4.74M ﹤0.01%
712,005
+8,278
2695
$4.73M ﹤0.01%
114,588
-27,367
2696
$4.73M ﹤0.01%
60,077
+34,303
2697
$4.72M ﹤0.01%
145,749
+21,273
2698
$4.72M ﹤0.01%
174,264
+57,230
2699
$4.72M ﹤0.01%
408,471
+370,000
2700
$4.72M ﹤0.01%
129,927
+19,910
106 107
108
109 110