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
301
$241M 0.05%
5,618,352
+267,567
302
$240M 0.05%
7,059,513
+1,445,394
303
$239M 0.05%
13,122,131
+11,919,307
304
$238M 0.05%
2,045,203
-3,180,565
305
$237M 0.05%
1,355,492
-309,981
306
$236M 0.05%
3,604,855
+3,008,084
307
$235M 0.05%
2,688,755
-1,067,159
308
$233M 0.05%
3,240,555
+622,425
309
$232M 0.05%
4,043,393
+19,308
310
$230M 0.05%
8,257,852
+1,541,024
311
$230M 0.05%
1,084,091
-11,247
312
$229M 0.05%
3,061,892
-477,569
313
$229M 0.05%
7,112,525
+407,330
314
$228M 0.05%
4,221,701
-151,919
315
$227M 0.05%
2,183,755
+449,952
316
$227M 0.05%
2,037,384
-317,049
317
$226M 0.05%
936,250
-4,825
318
$226M 0.05%
7,762,245
-1,470,015
319
$225M 0.05%
3,899,302
-219,461
320
$225M 0.05%
2,458,400
+58,418
321
$225M 0.05%
360,212
+24,864
322
$224M 0.05%
1,871,775
-815,126
323
$224M 0.05%
2,400,381
+16,720
324
$224M 0.05%
1,509,871
+124,671
325
$222M 0.05%
1,272,420
+334,024
11 12
13
14 15