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
2976
$3.54M ﹤0.01%
81,951
+76,700
2977
$3.54M ﹤0.01%
691,339
+18,399
2978
$3.54M ﹤0.01%
524,506
-54,839
2979
$3.54M ﹤0.01%
276,881
-14,624
2980
$3.53M ﹤0.01%
116,807
-8,633
2981
$3.53M ﹤0.01%
632,259
-2,332
2982
$3.52M ﹤0.01%
227,323
+18,402
2983
$3.52M ﹤0.01%
380,959
-21,475
2984
$3.52M ﹤0.01%
129,844
+55,543
2985
$3.52M ﹤0.01%
2,156,818
+355,487
2986
$3.51M ﹤0.01%
361,106
-115,400
2987
$3.51M ﹤0.01%
68,397
+21,151
2988
$3.5M ﹤0.01%
91,075
-95,107
2989
$3.5M ﹤0.01%
52,659
+21,382
2990
$3.5M ﹤0.01%
125,552
+31,794
2991
$3.5M ﹤0.01%
88,768
+22,507
2992
$3.5M ﹤0.01%
113,510
+4,307
2993
$3.49M ﹤0.01%
135,539
-29,427
2994
$3.49M ﹤0.01%
53,631
+3,023
2995
$3.49M ﹤0.01%
68,617
+31,198
2996
$3.49M ﹤0.01%
1,320,833
+703,905
2997
$3.47M ﹤0.01%
282,480
+216,945
2998
$3.46M ﹤0.01%
171,901
-135,508
2999
$3.46M ﹤0.01%
424,742
-12,214
3000
$3.46M ﹤0.01%
266,532
+207,806
118 119
120
121 122