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
3326
$2.45M ﹤0.01%
42,683
+4,944
3327
$2.45M ﹤0.01%
156,008
+14,834
3328
$2.44M ﹤0.01%
55,723
+18,807
3329
$2.44M ﹤0.01%
181,401
-15,667
3330
$2.44M ﹤0.01%
46,259
-20,301
3331
$2.44M ﹤0.01%
90,948
+71,453
3332
$2.44M ﹤0.01%
45,187
+3,684
3333
$2.43M ﹤0.01%
176,943
-252,967
3334
$2.43M ﹤0.01%
35,289
-439,721
3335
$2.43M ﹤0.01%
3,112
+709
3336
$2.42M ﹤0.01%
1,063,978
+984,774
3337
$2.42M ﹤0.01%
153,122
+7,163
3338
$2.42M ﹤0.01%
99,214
+67,557
3339
$2.42M ﹤0.01%
192,377
-47,937
3340
$2.42M ﹤0.01%
64,991
+849
3341
$2.42M ﹤0.01%
28,318
-22,709
3342
$2.41M ﹤0.01%
87,926
-13,169
3343
$2.41M ﹤0.01%
54,436
+2,159
3344
$2.4M ﹤0.01%
24,856
+9,555
3345
$2.4M ﹤0.01%
89,248
-1,563
3346
$2.4M ﹤0.01%
144,702
+85,890
3347
$2.4M ﹤0.01%
232,066
+44,975
3348
$2.39M ﹤0.01%
1,640,074
+1,276,601
3349
$2.39M ﹤0.01%
106,458
+18,501
3350
$2.39M ﹤0.01%
226,553
+210,892
132 133
134
135 136