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
3976
$1.11M ﹤0.01%
100,529
+4,064
3977
$1.11M ﹤0.01%
150,887
+28,826
3978
$1.11M ﹤0.01%
42,951
-7,355
3979
$1.11M ﹤0.01%
32,492
-6,507
3980
$1.11M ﹤0.01%
19,588
-2,774
3981
$1.11M ﹤0.01%
108,640
+66,628
3982
$1.11M ﹤0.01%
144,893
+25,523
3983
$1.11M ﹤0.01%
722,986
+43,344
3984
$1.1M ﹤0.01%
96,349
-67,078
3985
$1.1M ﹤0.01%
32,940
-3,810
3986
$1.1M ﹤0.01%
75,228
-227,314
3987
$1.1M ﹤0.01%
39,796
+12,671
3988
$1.1M ﹤0.01%
85,622
-79,315
3989
$1.1M ﹤0.01%
35,189
+3,665
3990
$1.1M ﹤0.01%
113,093
+73,549
3991
$1.1M ﹤0.01%
55,011
+6,725
3992
$1.09M ﹤0.01%
213,506
+145,179
3993
$1.09M ﹤0.01%
47,225
+14,573
3994
$1.09M ﹤0.01%
230,522
-601,585
3995
$1.09M ﹤0.01%
125,410
-499,299
3996
$1.09M ﹤0.01%
18,746
+1,847
3997
$1.09M ﹤0.01%
59,562
3998
$1.08M ﹤0.01%
89,389
-723
3999
$1.08M ﹤0.01%
22,452
-91,115
4000
$1.08M ﹤0.01%
69,184
+33,864
158 159
160
161 162