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
4201
$809K ﹤0.01%
40,624
+32,070
4202
$809K ﹤0.01%
15,733
+2,152
4203
$809K ﹤0.01%
99,350
+60,427
4204
$808K ﹤0.01%
26,478
+22,257
4205
$807K ﹤0.01%
4,935
-208
4206
$807K ﹤0.01%
571,919
-2,269,934
4207
$805K ﹤0.01%
143,418
-32,450
4208
$805K ﹤0.01%
32,354
-6,302
4209
$804K ﹤0.01%
65,910
+7,615
4210
$800K ﹤0.01%
112,503
+17,376
4211
$798K ﹤0.01%
45,078
+24,668
4212
$798K ﹤0.01%
34,419
-169
4213
$798K ﹤0.01%
86,218
-11,747
4214
$795K ﹤0.01%
27,000
-185
4215
$795K ﹤0.01%
31,106
-26,785
4216
$794K ﹤0.01%
66,916
-49,584
4217
$793K ﹤0.01%
44,266
+14,810
4218
$790K ﹤0.01%
94,163
+14,195
4219
$790K ﹤0.01%
26,136
-3,266
4220
$790K ﹤0.01%
56,313
-4,806
4221
$788K ﹤0.01%
16,298
+3,406
4222
$787K ﹤0.01%
16,699
+8,268
4223
$786K ﹤0.01%
31,601
-134,669
4224
$785K ﹤0.01%
62,574
-13,021
4225
$783K ﹤0.01%
84,421
-585,476
167 168
169
170 171