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
3401
$2.28M ﹤0.01%
203,132
+88,842
3402
$2.27M ﹤0.01%
200,444
+19,075
3403
$2.27M ﹤0.01%
252,798
-237,667
3404
$2.27M ﹤0.01%
91,582
+88,341
3405
$2.26M ﹤0.01%
598,389
+553,151
3406
$2.26M ﹤0.01%
107,990
-98,270
3407
$2.26M ﹤0.01%
67,220
+8,813
3408
$2.26M ﹤0.01%
154,907
+31,006
3409
$2.25M ﹤0.01%
114,741
-12,567
3410
$2.25M ﹤0.01%
74,755
+17,031
3411
$2.25M ﹤0.01%
89,737
-445,403
3412
$2.25M ﹤0.01%
127,173
+7,110
3413
$2.25M ﹤0.01%
55,185
-78,528
3414
$2.25M ﹤0.01%
74,872
+11,628
3415
$2.25M ﹤0.01%
100,414
+10,096
3416
$2.24M ﹤0.01%
10,824
+10,493
3417
$2.24M ﹤0.01%
543,720
+164,799
3418
$2.23M ﹤0.01%
63,670
+6,614
3419
$2.23M ﹤0.01%
156,138
-8,880
3420
$2.23M ﹤0.01%
191,699
+25,743
3421
$2.22M ﹤0.01%
150,065
+79,301
3422
$2.22M ﹤0.01%
94,228
-17,633
3423
$2.22M ﹤0.01%
89,621
+44,226
3424
$2.22M ﹤0.01%
82,132
+41,760
3425
$2.22M ﹤0.01%
23,286
-3,839
135 136
137
138 139