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
4101
$949K ﹤0.01%
55,981
-46,457
4102
$947K ﹤0.01%
300,636
+34,450
4103
$945K ﹤0.01%
6,185
-3,569
4104
$944K ﹤0.01%
5,616
+3,894
4105
$941K ﹤0.01%
14,325
-2,276
4106
$941K ﹤0.01%
15,879
+2,232
4107
$941K ﹤0.01%
191,111
-1,593,410
4108
$940K ﹤0.01%
27,195
+12,328
4109
$940K ﹤0.01%
49,283
-138,394
4110
$939K ﹤0.01%
29,753
-17,751
4111
$938K ﹤0.01%
77,173
-8,274
4112
$936K ﹤0.01%
86,030
+5,292
4113
$936K ﹤0.01%
110,604
-16,073
4114
$935K ﹤0.01%
43,134
-162
4115
$935K ﹤0.01%
140,697
+137,769
4116
$934K ﹤0.01%
45,417
-32,137
4117
$933K ﹤0.01%
34,907
-9,242
4118
$932K ﹤0.01%
784
+469
4119
$932K ﹤0.01%
77,278
-51,399
4120
$926K ﹤0.01%
144,040
-134,036
4121
$926K ﹤0.01%
13,958
-7,419
4122
$918K ﹤0.01%
8,326
-76
4123
$916K ﹤0.01%
77,746
+10,054
4124
$915K ﹤0.01%
796,257
-893,003
4125
$914K ﹤0.01%
188,156
-3,796
163 164
165
166 167