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
2851
$4.02M ﹤0.01%
146,310
-9,969
2852
$4.01M ﹤0.01%
45,951
-30,133
2853
$4.01M ﹤0.01%
64,577
-20,323
2854
$4.01M ﹤0.01%
564,569
-343,893
2855
$4.01M ﹤0.01%
322,279
-25,168
2856
$4M ﹤0.01%
353,525
-7,254
2857
$4M ﹤0.01%
195,782
+35,449
2858
$4M ﹤0.01%
58,074
+918
2859
$3.99M ﹤0.01%
1,079,049
+208,703
2860
$3.99M ﹤0.01%
129,187
-1,732,577
2861
$3.98M ﹤0.01%
45,577
-4,514
2862
$3.95M ﹤0.01%
57,505
-82,743
2863
$3.94M ﹤0.01%
165,399
-86,111
2864
$3.94M ﹤0.01%
301,742
+295,890
2865
$3.94M ﹤0.01%
246,519
+42,154
2866
$3.94M ﹤0.01%
247,494
+60,902
2867
$3.94M ﹤0.01%
95,787
-21,674
2868
$3.93M ﹤0.01%
836,863
-2,043,861
2869
$3.93M ﹤0.01%
37,161
-169,815
2870
$3.92M ﹤0.01%
79,676
+6,422
2871
$3.91M ﹤0.01%
151,770
-2,349
2872
$3.91M ﹤0.01%
306,388
-405,560
2873
$3.9M ﹤0.01%
277,546
+41,565
2874
$3.89M ﹤0.01%
136,500
-510,308
2875
$3.88M ﹤0.01%
328,028
+55,474
113 114
115
116 117