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
2751
$4.48M ﹤0.01%
340,886
+142,777
2752
$4.47M ﹤0.01%
41,849
-16,880
2753
$4.47M ﹤0.01%
495,403
-2,065
2754
$4.46M ﹤0.01%
578,315
+455,261
2755
$4.46M ﹤0.01%
149,649
-77,995
2756
$4.46M ﹤0.01%
333,707
-113,635
2757
$4.45M ﹤0.01%
392,291
+45,618
2758
$4.45M ﹤0.01%
113,780
+1,480
2759
$4.45M ﹤0.01%
291,431
-169,266
2760
$4.45M ﹤0.01%
188,399
+13,992
2761
$4.42M ﹤0.01%
96,258
-61,720
2762
$4.42M ﹤0.01%
1,281,654
+1,157,197
2763
$4.42M ﹤0.01%
47,932
-81,996
2764
$4.41M ﹤0.01%
287,142
+3,544
2765
$4.41M ﹤0.01%
51,699
+329
2766
$4.41M ﹤0.01%
251,526
+4,102
2767
$4.41M ﹤0.01%
115,536
-122,015
2768
$4.39M ﹤0.01%
958,922
+509,952
2769
$4.39M ﹤0.01%
203,694
-494,374
2770
$4.39M ﹤0.01%
178,945
-3,515
2771
$4.39M ﹤0.01%
197,294
-1,958
2772
$4.39M ﹤0.01%
489,663
-99,703
2773
$4.39M ﹤0.01%
163,413
+12,586
2774
$4.38M ﹤0.01%
134,637
+92,483
2775
$4.38M ﹤0.01%
217,559
+17,847
109 110
111
112 113