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
4151
$877K ﹤0.01%
51,347
-12,967
4152
$873K ﹤0.01%
28,748
-12,109
4153
$873K ﹤0.01%
18,987
-835
4154
$872K ﹤0.01%
67,268
+46,788
4155
$871K ﹤0.01%
23,521
-102,769
4156
$870K ﹤0.01%
37,999
-202,977
4157
$869K ﹤0.01%
71,205
-3,091
4158
$863K ﹤0.01%
10,930
-180
4159
$860K ﹤0.01%
128,721
+108,303
4160
$860K ﹤0.01%
32,675
-6,222
4161
$856K ﹤0.01%
45,872
+12,464
4162
$855K ﹤0.01%
787,940
+20,880
4163
$854K ﹤0.01%
23,014
-11,216
4164
$853K ﹤0.01%
13,210
+9,922
4165
$852K ﹤0.01%
42,302
-86,950
4166
$852K ﹤0.01%
32,309
-5,100
4167
$851K ﹤0.01%
503,800
+231,045
4168
$851K ﹤0.01%
60,151
-8,553
4169
$848K ﹤0.01%
128,698
-7,297
4170
$848K ﹤0.01%
67,804
-220,817
4171
$847K ﹤0.01%
37,201
-15,668
4172
$846K ﹤0.01%
130,339
-316,776
4173
$844K ﹤0.01%
17,805
+7,336
4174
$844K ﹤0.01%
73,485
+2,797
4175
$841K ﹤0.01%
11,593
+1,437
165 166
167
168 169