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
3926
$1.2M ﹤0.01%
35,994
+3,637
3927
$1.2M ﹤0.01%
24,727
-153,467
3928
$1.2M ﹤0.01%
38,499
+4,580
3929
$1.19M ﹤0.01%
16,616
-32,271
3930
$1.19M ﹤0.01%
216,376
+162,071
3931
$1.19M ﹤0.01%
94,377
-19,554
3932
$1.19M ﹤0.01%
82,304
+75
3933
$1.19M ﹤0.01%
925,131
-315,784
3934
$1.19M ﹤0.01%
41,692
-18,052
3935
$1.19M ﹤0.01%
87,947
+32,288
3936
$1.19M ﹤0.01%
52,723
-152,760
3937
$1.19M ﹤0.01%
54,337
-102,348
3938
$1.19M ﹤0.01%
166,805
+1,742
3939
$1.18M ﹤0.01%
94,920
+72,149
3940
$1.18M ﹤0.01%
4,763
+4,581
3941
$1.18M ﹤0.01%
40,422
-11,041
3942
$1.18M ﹤0.01%
391,511
+45,321
3943
$1.18M ﹤0.01%
83,696
+5,638
3944
$1.17M ﹤0.01%
115,406
-285
3945
$1.17M ﹤0.01%
14
+4
3946
$1.17M ﹤0.01%
28,459
+10,073
3947
$1.17M ﹤0.01%
524,698
-13,463
3948
$1.16M ﹤0.01%
9,198
+7,916
3949
$1.16M ﹤0.01%
219,336
-10,125
3950
$1.16M ﹤0.01%
39,255
-332
156 157
158
159 160