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
4326
$665K ﹤0.01%
38,327
+35,124
4327
$664K ﹤0.01%
8,321
+2,104
4328
$662K ﹤0.01%
882,691
-6,390,528
4329
$661K ﹤0.01%
35,320
+8,214
4330
$661K ﹤0.01%
19,544
+1,039
4331
$658K ﹤0.01%
26,992
+6,152
4332
$657K ﹤0.01%
42,948
+42,215
4333
$657K ﹤0.01%
113,938
-32,879
4334
$655K ﹤0.01%
228,591
-40,924
4335
$655K ﹤0.01%
211,270
-3,146
4336
$654K ﹤0.01%
147,366
+82,463
4337
$653K ﹤0.01%
65,683
+43,560
4338
$653K ﹤0.01%
3,890
+1,042
4339
$653K ﹤0.01%
141,897
+39,080
4340
$653K ﹤0.01%
62,191
+32,184
4341
$649K ﹤0.01%
183,311
+52,134
4342
$647K ﹤0.01%
16,348
-1,527
4343
$646K ﹤0.01%
36,614
-13,937
4344
$645K ﹤0.01%
22,103
-6,240
4345
$645K ﹤0.01%
72,813
+67,098
4346
$645K ﹤0.01%
49,055
+8,319
4347
$640K ﹤0.01%
3,745
-44,131
4348
$640K ﹤0.01%
23,363
+1,791
4349
$638K ﹤0.01%
47,476
+46,899
4350
$638K ﹤0.01%
36,378
+1,904
172 173
174
175 176