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
3851
$1.31M ﹤0.01%
161,545
-27,381
3852
$1.31M ﹤0.01%
178,276
+157,954
3853
$1.31M ﹤0.01%
58,902
-25,663
3854
$1.3M ﹤0.01%
6,420
+3,229
3855
$1.3M ﹤0.01%
120,600
+66,433
3856
$1.3M ﹤0.01%
29,038
+368
3857
$1.3M ﹤0.01%
109,571
+6,752
3858
$1.3M ﹤0.01%
102,252
+26,492
3859
$1.3M ﹤0.01%
73,689
+20,473
3860
$1.3M ﹤0.01%
155,950
-25,699
3861
$1.3M ﹤0.01%
133,519
+53,548
3862
$1.3M ﹤0.01%
229,935
-14,274
3863
$1.3M ﹤0.01%
37,858
-4,651
3864
$1.29M ﹤0.01%
185,059
+30,814
3865
$1.29M ﹤0.01%
73,404
-339,962
3866
$1.29M ﹤0.01%
87,619
-1,058
3867
$1.29M ﹤0.01%
+57,801
3868
$1.29M ﹤0.01%
102,879
+77,257
3869
$1.29M ﹤0.01%
161,710
+119,559
3870
$1.29M ﹤0.01%
124,633
+74,294
3871
$1.29M ﹤0.01%
37,009
+13,155
3872
$1.27M ﹤0.01%
72,704
-35,969
3873
$1.27M ﹤0.01%
545,249
+44,861
3874
$1.27M ﹤0.01%
107,802
+11,632
3875
$1.27M ﹤0.01%
93,847
-7,322
153 154
155
156 157