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
3826
$1.37M ﹤0.01%
23,473
-38,424
3827
$1.37M ﹤0.01%
20,852
-13,406
3828
$1.36M ﹤0.01%
31,551
+12,587
3829
$1.36M ﹤0.01%
51,779
+10,245
3830
$1.36M ﹤0.01%
46,967
-69,609
3831
$1.35M ﹤0.01%
399,741
-8,421
3832
$1.35M ﹤0.01%
91,795
-429,386
3833
$1.35M ﹤0.01%
29,046
+1,199
3834
$1.35M ﹤0.01%
177,877
-297,364
3835
$1.34M ﹤0.01%
127,632
+4,474
3836
$1.34M ﹤0.01%
50,037
+21,998
3837
$1.34M ﹤0.01%
134,458
-264,816
3838
$1.34M ﹤0.01%
34,025
-8,030
3839
$1.33M ﹤0.01%
216,541
-374,000
3840
$1.33M ﹤0.01%
230,783
+113,242
3841
$1.33M ﹤0.01%
57,518
+12,475
3842
$1.32M ﹤0.01%
48,965
+47,887
3843
$1.32M ﹤0.01%
543,561
-97,783
3844
$1.32M ﹤0.01%
94,711
+41,939
3845
$1.32M ﹤0.01%
220,195
+158,621
3846
$1.31M ﹤0.01%
74,731
+9,068
3847
$1.31M ﹤0.01%
282,838
+162,369
3848
$1.31M ﹤0.01%
66,375
+51,564
3849
$1.31M ﹤0.01%
62,086
-288,873
3850
$1.31M ﹤0.01%
16,820
-17,364
152 153
154
155 156