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
4226
$782K ﹤0.01%
316,632
+16,669
4227
$781K ﹤0.01%
2,652
+2,114
4228
$780K ﹤0.01%
+125,865
4229
$780K ﹤0.01%
83,343
-10,687
4230
$780K ﹤0.01%
131,424
+13,164
4231
$779K ﹤0.01%
23,994
-3,532
4232
$778K ﹤0.01%
49,779
-254
4233
$778K ﹤0.01%
12,825
-2,255
4234
$777K ﹤0.01%
124,120
-18,301
4235
$774K ﹤0.01%
58,070
+2,874
4236
$773K ﹤0.01%
8,865
-17,169
4237
$773K ﹤0.01%
19,407
-14,213
4238
$772K ﹤0.01%
+21,745
4239
$772K ﹤0.01%
111,931
+8,771
4240
$770K ﹤0.01%
7,919
4241
$768K ﹤0.01%
129,372
-9,105
4242
$766K ﹤0.01%
+30,092
4243
$765K ﹤0.01%
31,221
-538
4244
$764K ﹤0.01%
24,805
+14,892
4245
$763K ﹤0.01%
75,886
+29,851
4246
$763K ﹤0.01%
32,928
+10,300
4247
$761K ﹤0.01%
41,248
-49,680
4248
$759K ﹤0.01%
38,798
+31,377
4249
$756K ﹤0.01%
38,947
-20,381
4250
$756K ﹤0.01%
100,623
-495,849
168 169
170
171 172