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
3876
$1.27M ﹤0.01%
65,414
-388,758
3877
$1.27M ﹤0.01%
29,090
-7,025
3878
$1.27M ﹤0.01%
523,892
+2
3879
$1.27M ﹤0.01%
62,075
-490
3880
$1.27M ﹤0.01%
21,761
-16,094
3881
$1.26M ﹤0.01%
37,119
-7,303
3882
$1.26M ﹤0.01%
+29,658
3883
$1.26M ﹤0.01%
244,411
+232,403
3884
$1.26M ﹤0.01%
132,419
+398
3885
$1.26M ﹤0.01%
93,493
+10,537
3886
$1.26M ﹤0.01%
91,619
+1,741
3887
$1.25M ﹤0.01%
76,095
+22,569
3888
$1.25M ﹤0.01%
81,918
-13,398
3889
$1.25M ﹤0.01%
124,092
+14,428
3890
$1.25M ﹤0.01%
75,934
+17,695
3891
$1.25M ﹤0.01%
49,890
-94
3892
$1.24M ﹤0.01%
149,846
+125,647
3893
$1.24M ﹤0.01%
34,966
-8,568
3894
$1.24M ﹤0.01%
5,932
+4,508
3895
$1.24M ﹤0.01%
77,955
-45,158
3896
$1.24M ﹤0.01%
54,408
-69,247
3897
$1.24M ﹤0.01%
3,718
+610
3898
$1.23M ﹤0.01%
88,943
-60,401
3899
$1.23M ﹤0.01%
105,351
-9,545
3900
$1.23M ﹤0.01%
1,308,548
+1,055,205
154 155
156
157 158