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
2826
$4.1M ﹤0.01%
167,207
+58,852
2827
$4.09M ﹤0.01%
304,616
-11,031
2828
$4.09M ﹤0.01%
63,954
-29,697
2829
$4.08M ﹤0.01%
215,448
-311,961
2830
$4.08M ﹤0.01%
91,928
-107,148
2831
$4.08M ﹤0.01%
79,270
-7,656
2832
$4.07M ﹤0.01%
98,494
+96,778
2833
$4.07M ﹤0.01%
81,261
-109,667
2834
$4.07M ﹤0.01%
105,958
+50,711
2835
$4.07M ﹤0.01%
99,632
-17,704
2836
$4.07M ﹤0.01%
227,613
+201,577
2837
$4.06M ﹤0.01%
183,085
+31,120
2838
$4.06M ﹤0.01%
554,349
+31,415
2839
$4.06M ﹤0.01%
74,003
+19,817
2840
$4.06M ﹤0.01%
213,250
+156,395
2841
$4.06M ﹤0.01%
40,031
+15,784
2842
$4.05M ﹤0.01%
231,594
-124,777
2843
$4.04M ﹤0.01%
60,740
-96,718
2844
$4.04M ﹤0.01%
54,553
+11,092
2845
$4.04M ﹤0.01%
126,209
-374,137
2846
$4.03M ﹤0.01%
401,625
+10,478
2847
$4.03M ﹤0.01%
128,347
+59,352
2848
$4.03M ﹤0.01%
425,327
-2,482
2849
$4.03M ﹤0.01%
712,657
-13,620
2850
$4.02M ﹤0.01%
2,016,181
+1,856,279
112 113
114
115 116