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
3576
$1.86M ﹤0.01%
103,872
-15,134
3577
$1.86M ﹤0.01%
50,900
-37,527
3578
$1.86M ﹤0.01%
90,054
-410,797
3579
$1.85M ﹤0.01%
191,621
-216,542
3580
$1.85M ﹤0.01%
180,481
+41,991
3581
$1.84M ﹤0.01%
1,561
+874
3582
$1.84M ﹤0.01%
56,390
+6,730
3583
$1.84M ﹤0.01%
111,961
+20,446
3584
$1.83M ﹤0.01%
152,392
+34,553
3585
$1.83M ﹤0.01%
43,524
-47,419
3586
$1.82M ﹤0.01%
58,071
-184,849
3587
$1.82M ﹤0.01%
680,828
-2,540,427
3588
$1.82M ﹤0.01%
123,614
-4,248
3589
$1.82M ﹤0.01%
597,497
+1,025
3590
$1.81M ﹤0.01%
62,288
-46,568
3591
$1.81M ﹤0.01%
+147,138
3592
$1.81M ﹤0.01%
41,945
+20,500
3593
$1.81M ﹤0.01%
321,497
+287,003
3594
$1.81M ﹤0.01%
101,950
-58,577
3595
$1.81M ﹤0.01%
21,496
+3,058
3596
$1.8M ﹤0.01%
182,725
+3,610
3597
$1.8M ﹤0.01%
28,981
+1,491
3598
$1.8M ﹤0.01%
124,401
-56,099
3599
$1.8M ﹤0.01%
71,589
+44,810
3600
$1.8M ﹤0.01%
130,706
+21,103
142 143
144
145 146