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
2701
$4.71M ﹤0.01%
153,493
-247,104
2702
$4.71M ﹤0.01%
130,427
-177,347
2703
$4.7M ﹤0.01%
2,099,387
+1,785,655
2704
$4.7M ﹤0.01%
205,478
-167,940
2705
$4.68M ﹤0.01%
103,605
-20,145
2706
$4.68M ﹤0.01%
638,978
+541,449
2707
$4.67M ﹤0.01%
417,635
+166,922
2708
$4.65M ﹤0.01%
198,074
-152,242
2709
$4.64M ﹤0.01%
380,536
+100,800
2710
$4.63M ﹤0.01%
193,344
+8,434
2711
$4.63M ﹤0.01%
114,175
+96,740
2712
$4.63M ﹤0.01%
206,183
+188,287
2713
$4.62M ﹤0.01%
84,054
-589,890
2714
$4.61M ﹤0.01%
47,127
-43,889
2715
$4.6M ﹤0.01%
174,841
-45,683
2716
$4.6M ﹤0.01%
579,120
-1,047,477
2717
$4.59M ﹤0.01%
287,012
+2,204
2718
$4.59M ﹤0.01%
162,900
-108,577
2719
$4.59M ﹤0.01%
189,337
-38,350
2720
$4.59M ﹤0.01%
335,485
+236,214
2721
$4.59M ﹤0.01%
152,095
+42,950
2722
$4.58M ﹤0.01%
143,580
-47,149
2723
$4.58M ﹤0.01%
146,679
-9,173
2724
$4.57M ﹤0.01%
74,998
-39,072
2725
$4.57M ﹤0.01%
137,844
+36,763
107 108
109
110 111