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
4351
$636K ﹤0.01%
1,179
-202
4352
$635K ﹤0.01%
15,648
-24,947
4353
$634K ﹤0.01%
26,716
-50,983
4354
$634K ﹤0.01%
23,680
-3,986
4355
$633K ﹤0.01%
201,610
+168,959
4356
$630K ﹤0.01%
28,150
+3,113
4357
$630K ﹤0.01%
22,564
+2,787
4358
$630K ﹤0.01%
68,435
+17,379
4359
$630K ﹤0.01%
52,577
+13,274
4360
$629K ﹤0.01%
9,284
+4,508
4361
$626K ﹤0.01%
28,139
-2,645
4362
$624K ﹤0.01%
337,158
+274,211
4363
$623K ﹤0.01%
53,582
+38,082
4364
$621K ﹤0.01%
35,811
+3,971
4365
$619K ﹤0.01%
48,242
+6,722
4366
$615K ﹤0.01%
3,627
+1,097
4367
$615K ﹤0.01%
93,595
+1,216
4368
$614K ﹤0.01%
59,083
-142,039
4369
$614K ﹤0.01%
48,050
4370
$610K ﹤0.01%
49,195
+30,658
4371
$610K ﹤0.01%
266,322
+41,350
4372
$609K ﹤0.01%
7,786
-640
4373
$609K ﹤0.01%
2,212
+470
4374
$609K ﹤0.01%
41,431
-4,550,424
4375
$608K ﹤0.01%
74,372
+66,342
173 174
175
176 177