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
3276
$2.58M ﹤0.01%
62,605
-9,775
3277
$2.58M ﹤0.01%
229,427
+12,456
3278
$2.57M ﹤0.01%
47,997
+4,480
3279
$2.57M ﹤0.01%
405,251
-5,706
3280
$2.57M ﹤0.01%
18,736
-13,487
3281
$2.57M ﹤0.01%
32,543
-1,251
3282
$2.57M ﹤0.01%
358,268
+253,387
3283
$2.56M ﹤0.01%
2,883
-1,351
3284
$2.55M ﹤0.01%
161,245
-499
3285
$2.55M ﹤0.01%
235,042
+173,550
3286
$2.55M ﹤0.01%
49,739
+29,857
3287
$2.55M ﹤0.01%
76,208
-107,118
3288
$2.54M ﹤0.01%
190,136
+127,686
3289
$2.54M ﹤0.01%
32,543
-38,415
3290
$2.54M ﹤0.01%
233,975
+28,797
3291
$2.54M ﹤0.01%
84,711
+2,680
3292
$2.54M ﹤0.01%
135,729
-769
3293
$2.53M ﹤0.01%
175,112
+10,080
3294
$2.53M ﹤0.01%
184,814
+30,805
3295
$2.53M ﹤0.01%
161,134
+11,010
3296
$2.52M ﹤0.01%
1,483,233
-16,959
3297
$2.52M ﹤0.01%
106,683
+4,797
3298
$2.52M ﹤0.01%
232,023
-392,664
3299
$2.52M ﹤0.01%
356,918
+12,399
3300
$2.51M ﹤0.01%
49,701
-5,399
130 131
132
133 134