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
3776
$1.46M ﹤0.01%
139,614
+21,484
3777
$1.46M ﹤0.01%
116,370
+24,810
3778
$1.46M ﹤0.01%
134,586
+22,450
3779
$1.46M ﹤0.01%
41,787
-2,739
3780
$1.46M ﹤0.01%
115,800
+59,773
3781
$1.46M ﹤0.01%
10,991
+3,193
3782
$1.45M ﹤0.01%
+90,578
3783
$1.44M ﹤0.01%
253,806
+242,756
3784
$1.44M ﹤0.01%
120,854
+11,361
3785
$1.44M ﹤0.01%
186,227
+181,143
3786
$1.44M ﹤0.01%
28,338
-57,534
3787
$1.43M ﹤0.01%
44,802
+2,969
3788
$1.43M ﹤0.01%
37,653
-26,510
3789
$1.43M ﹤0.01%
17,739
-44,828
3790
$1.43M ﹤0.01%
302
+285
3791
$1.42M ﹤0.01%
178,263
+160,484
3792
$1.42M ﹤0.01%
65,744
-255,436
3793
$1.42M ﹤0.01%
24,637
-4,541
3794
$1.42M ﹤0.01%
56,719
+10,890
3795
$1.42M ﹤0.01%
91,031
-1,451
3796
$1.42M ﹤0.01%
20,150
+5,371
3797
$1.42M ﹤0.01%
2,921
+827
3798
$1.42M ﹤0.01%
392,395
+370,738
3799
$1.41M ﹤0.01%
75,985
-34,355
3800
$1.41M ﹤0.01%
612,042
+274,050
150 151
152
153 154