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
3651
$1.71M ﹤0.01%
1,080,385
-173,462
3652
$1.7M ﹤0.01%
64,947
-348,954
3653
$1.7M ﹤0.01%
134,042
+5,515
3654
$1.7M ﹤0.01%
93,614
+48,108
3655
$1.7M ﹤0.01%
391,042
+177,498
3656
$1.7M ﹤0.01%
183,515
+118,814
3657
$1.7M ﹤0.01%
152,389
-1,248
3658
$1.7M ﹤0.01%
171,158
-91,978
3659
$1.69M ﹤0.01%
360,004
-455,472
3660
$1.69M ﹤0.01%
187,191
-2,265
3661
$1.69M ﹤0.01%
44,934
+18,482
3662
$1.68M ﹤0.01%
69,189
+34,329
3663
$1.68M ﹤0.01%
680,210
+130,267
3664
$1.68M ﹤0.01%
48,961
+6,582
3665
$1.68M ﹤0.01%
84,481
-147,014
3666
$1.68M ﹤0.01%
9,125
+3,597
3667
$1.68M ﹤0.01%
276,851
+49,869
3668
$1.68M ﹤0.01%
26,025
-8,242
3669
$1.68M ﹤0.01%
88,133
-66,408
3670
$1.67M ﹤0.01%
21,700
+3,815
3671
$1.67M ﹤0.01%
697,000
+626,648
3672
$1.67M ﹤0.01%
51,022
+9,432
3673
$1.67M ﹤0.01%
121,434
-33,725
3674
$1.67M ﹤0.01%
56,571
-23,007
3675
$1.66M ﹤0.01%
140,371
+3,146
145 146
147
148 149