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
3251
$2.66M ﹤0.01%
195,705
+3,626
3252
$2.66M ﹤0.01%
147,820
-477,628
3253
$2.65M ﹤0.01%
130,230
-746,196
3254
$2.64M ﹤0.01%
93,050
+46,156
3255
$2.64M ﹤0.01%
894,940
-340,118
3256
$2.64M ﹤0.01%
44,627
+489
3257
$2.64M ﹤0.01%
17,181
+17,025
3258
$2.63M ﹤0.01%
303,119
+181,931
3259
$2.63M ﹤0.01%
215,835
+139,038
3260
$2.63M ﹤0.01%
227,976
-61,312
3261
$2.63M ﹤0.01%
88,928
+730
3262
$2.63M ﹤0.01%
23,139
+8,593
3263
$2.63M ﹤0.01%
41,358
-31,740
3264
$2.62M ﹤0.01%
103,521
-11,767
3265
$2.62M ﹤0.01%
12,088
+1,879
3266
$2.62M ﹤0.01%
76,763
+15,822
3267
$2.62M ﹤0.01%
50,287
+14,258
3268
$2.61M ﹤0.01%
82,475
-1,290
3269
$2.61M ﹤0.01%
193,202
+36,151
3270
$2.6M ﹤0.01%
194,462
-53,999
3271
$2.59M ﹤0.01%
180,267
+7,371
3272
$2.59M ﹤0.01%
334,192
+196,740
3273
$2.59M ﹤0.01%
265,061
+38,987
3274
$2.58M ﹤0.01%
105,266
+36,163
3275
$2.58M ﹤0.01%
36,597
+34,658
129 130
131
132 133