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
4251
$756K ﹤0.01%
8,486
-11,822
4252
$752K ﹤0.01%
83,533
+82,719
4253
$752K ﹤0.01%
78,212
+61,533
4254
$751K ﹤0.01%
41,050
+11,902
4255
$750K ﹤0.01%
17,398
-8,634
4256
$747K ﹤0.01%
22,725
+2,229
4257
$745K ﹤0.01%
270,774
-916,897
4258
$743K ﹤0.01%
30,722
+15,607
4259
$743K ﹤0.01%
161,676
+76,053
4260
$741K ﹤0.01%
46,009
+20,054
4261
$740K ﹤0.01%
38,092
+26,687
4262
$740K ﹤0.01%
15,070
+10,962
4263
$740K ﹤0.01%
15,487
+8,051
4264
$739K ﹤0.01%
68,504
+20,633
4265
$739K ﹤0.01%
61,375
+51,062
4266
$736K ﹤0.01%
83,952
-95,490
4267
$735K ﹤0.01%
9,971
+483
4268
$735K ﹤0.01%
16,237
+9,996
4269
$731K ﹤0.01%
+76,131
4270
$725K ﹤0.01%
97,458
-116,416
4271
$725K ﹤0.01%
26,426
+995
4272
$723K ﹤0.01%
99,696
-798,435
4273
$721K ﹤0.01%
23,611
-89,739
4274
$718K ﹤0.01%
58,552
+52,695
4275
$717K ﹤0.01%
17,890
-198
169 170
171
172 173