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
3726
$1.55M ﹤0.01%
142,133
-278,189
3727
$1.55M ﹤0.01%
141,313
-117,605
3728
$1.55M ﹤0.01%
23,205
+9,553
3729
$1.55M ﹤0.01%
87,721
+26,426
3730
$1.54M ﹤0.01%
97,752
+6,198
3731
$1.54M ﹤0.01%
257,316
-12,629
3732
$1.54M ﹤0.01%
657,137
-4,289,127
3733
$1.54M ﹤0.01%
81,796
-127,954
3734
$1.54M ﹤0.01%
100,823
-41,084
3735
$1.54M ﹤0.01%
94,495
+38,712
3736
$1.54M ﹤0.01%
12,333
-982
3737
$1.53M ﹤0.01%
65,292
-38,119
3738
$1.53M ﹤0.01%
17,660
+11,616
3739
$1.53M ﹤0.01%
47,623
-15,693
3740
$1.53M ﹤0.01%
55,517
-50,257
3741
$1.53M ﹤0.01%
39,917
-160,757
3742
$1.52M ﹤0.01%
15,627
+3,524
3743
$1.52M ﹤0.01%
33,594
-668,826
3744
$1.52M ﹤0.01%
94,991
+4,391
3745
$1.52M ﹤0.01%
49,750
-10,062
3746
$1.52M ﹤0.01%
148,050
-100,329
3747
$1.51M ﹤0.01%
208,028
+27,569
3748
$1.51M ﹤0.01%
111,092
+2,339
3749
$1.51M ﹤0.01%
435,117
+4,308
3750
$1.51M ﹤0.01%
169,430
+41,897
148 149
150
151 152