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
4276
$714K ﹤0.01%
18,708
+6,802
4277
$714K ﹤0.01%
126,267
+2,773
4278
$713K ﹤0.01%
+545,507
4279
$713K ﹤0.01%
29,216
-15,358
4280
$713K ﹤0.01%
77,456
+33,224
4281
$711K ﹤0.01%
1,353
+1,228
4282
$710K ﹤0.01%
34,788
+3,682
4283
$710K ﹤0.01%
18,325
-24,634
4284
$709K ﹤0.01%
46,329
-3,534
4285
$708K ﹤0.01%
16,864
+15,807
4286
$708K ﹤0.01%
21,972
-14,193
4287
$705K ﹤0.01%
31,690
+17,746
4288
$703K ﹤0.01%
90,866
+11,890
4289
$701K ﹤0.01%
64,470
-273,489
4290
$700K ﹤0.01%
236,636
-225,777
4291
$700K ﹤0.01%
12,248
+10,057
4292
$696K ﹤0.01%
22,486
-11,403
4293
$695K ﹤0.01%
104,700
+58,681
4294
$695K ﹤0.01%
22,816
-7,291
4295
$692K ﹤0.01%
75,817
-78,236
4296
$692K ﹤0.01%
20,644
-900
4297
$691K ﹤0.01%
25,335
+22,238
4298
$688K ﹤0.01%
20,069
-179,964
4299
$688K ﹤0.01%
10,879
-2,413
4300
$687K ﹤0.01%
133,138
+106,423
170 171
172
173 174