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
4176
$841K ﹤0.01%
11,020
-2,373
4177
$840K ﹤0.01%
11,662
-27,864
4178
$840K ﹤0.01%
64,760
+4,319
4179
$835K ﹤0.01%
37,388
+1,422
4180
$835K ﹤0.01%
110,430
+44,257
4181
$834K ﹤0.01%
19,464
-17,237
4182
$834K ﹤0.01%
43,729
+34,126
4183
$833K ﹤0.01%
25,019
+6,039
4184
$833K ﹤0.01%
32,784
+3,893
4185
$832K ﹤0.01%
28,335
+87
4186
$831K ﹤0.01%
8,940
+8,210
4187
$830K ﹤0.01%
37,006
+562
4188
$830K ﹤0.01%
+18,800
4189
$828K ﹤0.01%
101,480
-2,329
4190
$827K ﹤0.01%
40,472
-19,364
4191
$827K ﹤0.01%
29,832
+961
4192
$827K ﹤0.01%
49,498
+48,020
4193
$827K ﹤0.01%
126,816
+113,033
4194
$819K ﹤0.01%
84,331
-140,212
4195
$817K ﹤0.01%
163,419
-422,841
4196
$815K ﹤0.01%
49,095
+32,149
4197
$815K ﹤0.01%
22,904
-13,969
4198
$813K ﹤0.01%
19,455
+1,884
4199
$812K ﹤0.01%
12,603
+2,156
4200
$809K ﹤0.01%
115,230
+23,820
166 167
168
169 170