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
3751
$1.5M ﹤0.01%
54,559
-12,502
3752
$1.5M ﹤0.01%
477,467
-17,200
3753
$1.5M ﹤0.01%
99,991
-1,366
3754
$1.5M ﹤0.01%
312,004
-9,893
3755
$1.5M ﹤0.01%
92,172
-22,262
3756
$1.49M ﹤0.01%
246,838
-32,509
3757
$1.49M ﹤0.01%
125,847
+13,763
3758
$1.49M ﹤0.01%
43,664
+42,735
3759
$1.49M ﹤0.01%
122,169
+15,203
3760
$1.49M ﹤0.01%
984,996
+977,423
3761
$1.49M ﹤0.01%
89,236
+1,956
3762
$1.49M ﹤0.01%
432,361
+414,894
3763
$1.49M ﹤0.01%
668
+318
3764
$1.48M ﹤0.01%
58,367
+1,942
3765
$1.48M ﹤0.01%
89,316
-4,112
3766
$1.48M ﹤0.01%
110,519
+66,550
3767
$1.48M ﹤0.01%
81,176
-39,220
3768
$1.48M ﹤0.01%
65,047
-67,721
3769
$1.48M ﹤0.01%
32,842
+19,662
3770
$1.48M ﹤0.01%
182,043
-67,164
3771
$1.48M ﹤0.01%
102,305
+4,959
3772
$1.47M ﹤0.01%
98,411
-6,861
3773
$1.47M ﹤0.01%
206,551
+97,947
3774
$1.47M ﹤0.01%
127,783
-883,251
3775
$1.46M ﹤0.01%
47,710
-379,756
149 150
151
152 153