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
3951
$1.16M ﹤0.01%
68,443
-80,913
3952
$1.16M ﹤0.01%
21,600
-35,406
3953
$1.16M ﹤0.01%
142,916
-22,672
3954
$1.16M ﹤0.01%
24,842
-4,391
3955
$1.15M ﹤0.01%
+45,752
3956
$1.15M ﹤0.01%
34,366
+5,499
3957
$1.15M ﹤0.01%
50,773
+48,604
3958
$1.15M ﹤0.01%
99,117
+7,751
3959
$1.15M ﹤0.01%
187,312
-40,233
3960
$1.14M ﹤0.01%
45,180
+280
3961
$1.14M ﹤0.01%
197,692
-31,297
3962
$1.14M ﹤0.01%
53,540
-11,092
3963
$1.14M ﹤0.01%
49,868
+16,197
3964
$1.14M ﹤0.01%
72,301
+17
3965
$1.13M ﹤0.01%
118,214
-37,219
3966
$1.13M ﹤0.01%
32,460
-9,485
3967
$1.13M ﹤0.01%
24,532
+2,753
3968
$1.13M ﹤0.01%
72,042
+4,481
3969
$1.13M ﹤0.01%
19,638
+7,434
3970
$1.12M ﹤0.01%
180,573
3971
$1.12M ﹤0.01%
19,759
+2,364
3972
$1.12M ﹤0.01%
79,291
+40,883
3973
$1.12M ﹤0.01%
367,306
-792,574
3974
$1.11M ﹤0.01%
82,502
+12,223
3975
$1.11M ﹤0.01%
20,566
+5,317
157 158
159
160 161