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
2776
$4.37M ﹤0.01%
1,681,345
+737,826
2777
$4.37M ﹤0.01%
46,027
-15,139
2778
$4.36M ﹤0.01%
83,402
+58,053
2779
$4.36M ﹤0.01%
155,644
+147,546
2780
$4.35M ﹤0.01%
199,167
-24,391
2781
$4.35M ﹤0.01%
186,905
+72,549
2782
$4.35M ﹤0.01%
213,091
+18,965
2783
$4.35M ﹤0.01%
430,815
-507,272
2784
$4.34M ﹤0.01%
216,507
+127,355
2785
$4.34M ﹤0.01%
686,381
+59,294
2786
$4.33M ﹤0.01%
173,488
-5,113
2787
$4.33M ﹤0.01%
156,199
+96,536
2788
$4.33M ﹤0.01%
166,625
+17,745
2789
$4.33M ﹤0.01%
792,238
+19,314
2790
$4.32M ﹤0.01%
117,695
-33,627
2791
$4.32M ﹤0.01%
374,352
-51,002
2792
$4.32M ﹤0.01%
975,365
+67,210
2793
$4.32M ﹤0.01%
89,617
-8,496
2794
$4.31M ﹤0.01%
10,772
-12
2795
$4.31M ﹤0.01%
89,859
-242,343
2796
$4.31M ﹤0.01%
63,929
+10,256
2797
$4.3M ﹤0.01%
305,245
+5,665
2798
$4.3M ﹤0.01%
317,031
+8,365
2799
$4.3M ﹤0.01%
362,419
+92,455
2800
$4.29M ﹤0.01%
70,694
+12,928
110 111
112
113 114