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
3601
$1.8M ﹤0.01%
245,685
+145,842
3602
$1.8M ﹤0.01%
170,907
+39,006
3603
$1.8M ﹤0.01%
804,761
-2,361,073
3604
$1.79M ﹤0.01%
326,852
+16,313
3605
$1.79M ﹤0.01%
115,988
-3,526
3606
$1.79M ﹤0.01%
51,802
+135
3607
$1.79M ﹤0.01%
129,594
-2,237
3608
$1.79M ﹤0.01%
64,854
-49,167
3609
$1.78M ﹤0.01%
234,676
-1,728
3610
$1.78M ﹤0.01%
69,990
+44,489
3611
$1.78M ﹤0.01%
15,365
+5,572
3612
$1.78M ﹤0.01%
47,115
-7,099
3613
$1.78M ﹤0.01%
64,140
+27,342
3614
$1.78M ﹤0.01%
20,208
+11,606
3615
$1.77M ﹤0.01%
117,020
-23,114
3616
$1.77M ﹤0.01%
96,228
-4,485
3617
$1.76M ﹤0.01%
38,729
-25,988
3618
$1.76M ﹤0.01%
108,675
-7,960
3619
$1.76M ﹤0.01%
445,693
-4,542,314
3620
$1.76M ﹤0.01%
27,106
-15,629
3621
$1.76M ﹤0.01%
106,047
-125,449
3622
$1.75M ﹤0.01%
153,370
+9,015
3623
$1.75M ﹤0.01%
3,060,783
-25,429
3624
$1.75M ﹤0.01%
28,865
-449
3625
$1.75M ﹤0.01%
55,761
+274
143 144
145
146 147