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
4026
$1.04M ﹤0.01%
42,998
-109,383
4027
$1.04M ﹤0.01%
263,846
+256,053
4028
$1.04M ﹤0.01%
166,823
-12,139
4029
$1.04M ﹤0.01%
36,034
+35,599
4030
$1.04M ﹤0.01%
140,445
+45,932
4031
$1.04M ﹤0.01%
65,635
+60,941
4032
$1.03M ﹤0.01%
41,553
+38,327
4033
$1.03M ﹤0.01%
9,021
-5,286
4034
$1.03M ﹤0.01%
72,073
-6,268
4035
$1.03M ﹤0.01%
49,852
+47,634
4036
$1.03M ﹤0.01%
50,252
-1,126
4037
$1.03M ﹤0.01%
35,613
+1,339
4038
$1.02M ﹤0.01%
23,634
+13,848
4039
$1.02M ﹤0.01%
105,315
-51,800
4040
$1.02M ﹤0.01%
24,008
+5,983
4041
$1.01M ﹤0.01%
716
+625
4042
$1.01M ﹤0.01%
84,776
-13,120
4043
$1.01M ﹤0.01%
87,732
-156
4044
$1.01M ﹤0.01%
212,393
-479,755
4045
$1.01M ﹤0.01%
2,489
-1,325
4046
$1.01M ﹤0.01%
158,997
+34,245
4047
$1.01M ﹤0.01%
+6,017,828
4048
$1.01M ﹤0.01%
63,094
+9,849
4049
$1.01M ﹤0.01%
35,767
-851
4050
$1.01M ﹤0.01%
28,716
+4,015
160 161
162
163 164