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
3026
$3.35M ﹤0.01%
139,516
+63,635
3027
$3.35M ﹤0.01%
556,803
+135,636
3028
$3.35M ﹤0.01%
249,922
-5,538
3029
$3.35M ﹤0.01%
109,978
+35,121
3030
$3.35M ﹤0.01%
129,727
+34,808
3031
$3.35M ﹤0.01%
244,538
-1,388
3032
$3.34M ﹤0.01%
23,614
-275
3033
$3.34M ﹤0.01%
64,504
-5,255
3034
$3.34M ﹤0.01%
123,614
+41,576
3035
$3.33M ﹤0.01%
154,028
+10,884
3036
$3.33M ﹤0.01%
562,757
-940,710
3037
$3.31M ﹤0.01%
312,037
-720,636
3038
$3.31M ﹤0.01%
104,028
+3,772
3039
$3.31M ﹤0.01%
141,930
+57,720
3040
$3.3M ﹤0.01%
72,658
-1,326
3041
$3.3M ﹤0.01%
79,312
-85,476
3042
$3.29M ﹤0.01%
397,816
+20,697
3043
$3.29M ﹤0.01%
69,051
+7,439
3044
$3.28M ﹤0.01%
154,402
-5,986
3045
$3.28M ﹤0.01%
195,545
-533,814
3046
$3.28M ﹤0.01%
23,487
+982
3047
$3.28M ﹤0.01%
39,163
-18,892
3048
$3.28M ﹤0.01%
357,645
-210,459
3049
$3.27M ﹤0.01%
1,636,859
-6,924,380
3050
$3.27M ﹤0.01%
226,126
+1,406
120 121
122
123 124