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
3451
$2.13M ﹤0.01%
188,282
+120,917
3452
$2.13M ﹤0.01%
56,055
-5,097
3453
$2.13M ﹤0.01%
120,552
-2,706
3454
$2.13M ﹤0.01%
44,398
+368
3455
$2.13M ﹤0.01%
73,776
+34,686
3456
$2.13M ﹤0.01%
267,065
-74,799
3457
$2.13M ﹤0.01%
749
-155
3458
$2.13M ﹤0.01%
50,633
-17,449
3459
$2.12M ﹤0.01%
58,655
-33,160
3460
$2.12M ﹤0.01%
85,081
-28,570
3461
$2.12M ﹤0.01%
39,155
-26,312
3462
$2.11M ﹤0.01%
273,430
+90,269
3463
$2.11M ﹤0.01%
153,570
+58,561
3464
$2.11M ﹤0.01%
30,550
+15,485
3465
$2.11M ﹤0.01%
307,400
-41,099
3466
$2.11M ﹤0.01%
49,577
-14,477
3467
$2.1M ﹤0.01%
96,941
+19,444
3468
$2.1M ﹤0.01%
23,674
-100
3469
$2.1M ﹤0.01%
116,592
+1,489
3470
$2.1M ﹤0.01%
250,296
+15,451
3471
$2.1M ﹤0.01%
407,733
+17,733
3472
$2.1M ﹤0.01%
109,021
+13,950
3473
$2.09M ﹤0.01%
89,870
+33,360
3474
$2.09M ﹤0.01%
131,470
+8,544
3475
$2.08M ﹤0.01%
39,311
-16,942
137 138
139
140 141