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
3901
$1.23M ﹤0.01%
19,204
+7,159
3902
$1.23M ﹤0.01%
28,043
-17,656
3903
$1.23M ﹤0.01%
106,697
+5,789
3904
$1.23M ﹤0.01%
7,939
+934
3905
$1.23M ﹤0.01%
5,854
-212
3906
$1.23M ﹤0.01%
82,408
-12,979
3907
$1.22M ﹤0.01%
94,973
-2,793
3908
$1.22M ﹤0.01%
169,404
+89,521
3909
$1.22M ﹤0.01%
59,121
-64,048
3910
$1.22M ﹤0.01%
143,044
+27,824
3911
$1.22M ﹤0.01%
96,351
-1,283,281
3912
$1.22M ﹤0.01%
256,243
+12,310
3913
$1.22M ﹤0.01%
91,735
-73,153
3914
$1.22M ﹤0.01%
73,215
-6,775
3915
$1.22M ﹤0.01%
296,851
-972,800
3916
$1.21M ﹤0.01%
23,359
-17,446
3917
$1.21M ﹤0.01%
76,752
+42,557
3918
$1.21M ﹤0.01%
42,085
+2,627
3919
$1.21M ﹤0.01%
78,439
+18,715
3920
$1.21M ﹤0.01%
310,366
+89,741
3921
$1.21M ﹤0.01%
50,590
+45,489
3922
$1.21M ﹤0.01%
78,294
+3,088
3923
$1.2M ﹤0.01%
141,533
+46,126
3924
$1.2M ﹤0.01%
115,000
+114,738
3925
$1.2M ﹤0.01%
86,377
+19,887
155 156
157
158 159