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
276
$264M 0.06%
3,973,438
-74,494
277
$264M 0.06%
3,251,521
+127,924
278
$263M 0.06%
5,266,537
-226,412
279
$261M 0.06%
4,175,030
+284,069
280
$261M 0.06%
4,871,144
+405,624
281
$257M 0.06%
3,697,647
-433,412
282
$255M 0.06%
4,695,217
+46,913
283
$253M 0.06%
1,946,418
-25,554
284
$253M 0.06%
3,455,924
+26,791
285
$252M 0.06%
7,614,723
+821,063
286
$251M 0.06%
2,962,000
-94,310
287
$251M 0.06%
4,120,702
+759,858
288
$251M 0.06%
6,282,017
-231,443
289
$250M 0.06%
1,310,274
+104,343
290
$249M 0.06%
4,550,153
+1,529,651
291
$249M 0.06%
6,815,355
+1,258,974
292
$248M 0.06%
10,722,603
+1,458,828
293
$247M 0.05%
3,559,377
-159,587
294
$246M 0.05%
4,182,251
+1,269,027
295
$245M 0.05%
1,932,350
-624,656
296
$243M 0.05%
2,256,193
+192,004
297
$243M 0.05%
4,646,030
+29,350
298
$242M 0.05%
4,930,341
-446,280
299
$241M 0.05%
2,452,436
+20,404
300
$241M 0.05%
1,474,870
+125,431
10 11
12
13 14