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
3176
$2.85M ﹤0.01%
36,775
-45,856
3177
$2.85M ﹤0.01%
215,240
-1,623
3178
$2.85M ﹤0.01%
102,871
+18,147
3179
$2.85M ﹤0.01%
179,648
+1,504
3180
$2.85M ﹤0.01%
126,166
-32,100
3181
$2.84M ﹤0.01%
25,322
-15,381
3182
$2.84M ﹤0.01%
31,254
-4,754
3183
$2.84M ﹤0.01%
420,141
+12,587
3184
$2.84M ﹤0.01%
667,611
+29,491
3185
$2.84M ﹤0.01%
309,368
-801
3186
$2.84M ﹤0.01%
193,734
+23,623
3187
$2.83M ﹤0.01%
294,474
-154,752
3188
$2.82M ﹤0.01%
62,646
+15,992
3189
$2.81M ﹤0.01%
53,861
+26,920
3190
$2.81M ﹤0.01%
28,152
+4,837
3191
$2.81M ﹤0.01%
288,489
-1,060,217
3192
$2.81M ﹤0.01%
30,479
+1,715
3193
$2.81M ﹤0.01%
24,916
+4,534
3194
$2.8M ﹤0.01%
131,951
-3,530
3195
$2.8M ﹤0.01%
+9,132
3196
$2.8M ﹤0.01%
306,126
-24,553
3197
$2.8M ﹤0.01%
210,802
-358,429
3198
$2.8M ﹤0.01%
79,144
+5,166
3199
$2.79M ﹤0.01%
150,243
+9,001
3200
$2.79M ﹤0.01%
89,528
+2,701
126 127
128
129 130