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
3076
$3.15M ﹤0.01%
337,722
+2,349
3077
$3.15M ﹤0.01%
354,658
-141,758
3078
$3.15M ﹤0.01%
225,066
+5,312
3079
$3.15M ﹤0.01%
564,293
+21,585
3080
$3.15M ﹤0.01%
47,183
-247,718
3081
$3.13M ﹤0.01%
194,893
+29,403
3082
$3.13M ﹤0.01%
388,019
-66,431
3083
$3.13M ﹤0.01%
68,833
+47,341
3084
$3.13M ﹤0.01%
96,615
-23,789
3085
$3.13M ﹤0.01%
62,272
-5,896
3086
$3.13M ﹤0.01%
720,278
+228,617
3087
$3.12M ﹤0.01%
110,332
-83,118
3088
$3.12M ﹤0.01%
154,208
-160,457
3089
$3.12M ﹤0.01%
172,308
-594,840
3090
$3.12M ﹤0.01%
98,913
+6,385
3091
$3.12M ﹤0.01%
113,878
+90,527
3092
$3.11M ﹤0.01%
800,507
-185,415
3093
$3.11M ﹤0.01%
226,309
-27,641
3094
$3.11M ﹤0.01%
115,093
-332,899
3095
$3.1M ﹤0.01%
56,143
-91,952
3096
$3.1M ﹤0.01%
47,544
+2,841
3097
$3.1M ﹤0.01%
80,146
+3,854
3098
$3.09M ﹤0.01%
125,853
-734
3099
$3.09M ﹤0.01%
948,861
-618,860
3100
$3.09M ﹤0.01%
56,298
-13,795
122 123
124
125 126