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
2801
$4.29M ﹤0.01%
62,769
+9,460
2802
$4.28M ﹤0.01%
363,540
+78,759
2803
$4.28M ﹤0.01%
232,234
+49,393
2804
$4.24M ﹤0.01%
187,617
+108,078
2805
$4.23M ﹤0.01%
381,995
+149,650
2806
$4.23M ﹤0.01%
153,982
+53,124
2807
$4.22M ﹤0.01%
57,344
+11,564
2808
$4.21M ﹤0.01%
1,331,827
-2,303,995
2809
$4.19M ﹤0.01%
152,059
-44,385
2810
$4.19M ﹤0.01%
596,410
+289,118
2811
$4.19M ﹤0.01%
86,411
+27,257
2812
$4.19M ﹤0.01%
275,223
+145,336
2813
$4.19M ﹤0.01%
60,953
-120,472
2814
$4.18M ﹤0.01%
57,051
-3,883
2815
$4.17M ﹤0.01%
1,201,417
+449,481
2816
$4.16M ﹤0.01%
110,463
-77,741
2817
$4.15M ﹤0.01%
150,157
-126,405
2818
$4.14M ﹤0.01%
344,212
+963
2819
$4.14M ﹤0.01%
86,230
+48,161
2820
$4.13M ﹤0.01%
89,265
-16,387
2821
$4.13M ﹤0.01%
366,196
+54,467
2822
$4.12M ﹤0.01%
113,581
+17,584
2823
$4.11M ﹤0.01%
124,174
-196,317
2824
$4.11M ﹤0.01%
79,725
+53,404
2825
$4.11M ﹤0.01%
169,079
-81,512
111 112
113
114 115