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
4001
$1.08M ﹤0.01%
39,302
-35,377
4002
$1.08M ﹤0.01%
40,517
+15,213
4003
$1.08M ﹤0.01%
84,319
+35,085
4004
$1.08M ﹤0.01%
54,380
+14,988
4005
$1.08M ﹤0.01%
37,566
-4,540
4006
$1.07M ﹤0.01%
27,867
+1,163
4007
$1.07M ﹤0.01%
27,435
+22,696
4008
$1.07M ﹤0.01%
78,927
-2,799
4009
$1.07M ﹤0.01%
28,322
+193
4010
$1.07M ﹤0.01%
22,313
-1,606
4011
$1.07M ﹤0.01%
467,457
+99,704
4012
$1.07M ﹤0.01%
109,860
-168,874
4013
$1.06M ﹤0.01%
479
-301
4014
$1.06M ﹤0.01%
894,813
+554,315
4015
$1.06M ﹤0.01%
30,669
-6,880
4016
$1.06M ﹤0.01%
4,243
+355
4017
$1.06M ﹤0.01%
77,922
+5,532
4018
$1.06M ﹤0.01%
23,918
-119,768
4019
$1.06M ﹤0.01%
25,220
-3,840
4020
$1.06M ﹤0.01%
50,458
-6,727
4021
$1.05M ﹤0.01%
94,189
+10,333
4022
$1.05M ﹤0.01%
100,273
-6,298
4023
$1.05M ﹤0.01%
70,673
-47,264
4024
$1.04M ﹤0.01%
28,266
-51,080
4025
$1.04M ﹤0.01%
22,581
-9,973
159 160
161
162 163