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
4476
$489K ﹤0.01%
33,113
4477
$487K ﹤0.01%
46,968
+20,460
4478
$487K ﹤0.01%
287,928
-10,008
4479
$486K ﹤0.01%
9,526
+573
4480
$486K ﹤0.01%
+10,125
4481
$486K ﹤0.01%
97,160
-16,286
4482
$485K ﹤0.01%
27,290
-1,841
4483
$484K ﹤0.01%
34,844
+8,217
4484
$484K ﹤0.01%
17,664
+4,222
4485
$482K ﹤0.01%
46,199
-27,106
4486
$481K ﹤0.01%
120,235
+113,748
4487
$480K ﹤0.01%
169
+142
4488
$480K ﹤0.01%
5,043
+168
4489
$480K ﹤0.01%
169,090
-271,950
4490
$480K ﹤0.01%
30,324
-167,304
4491
$477K ﹤0.01%
39,141
-143,057
4492
$477K ﹤0.01%
55,750
+25
4493
$476K ﹤0.01%
27,076
-16,227
4494
$472K ﹤0.01%
115,618
+3,063
4495
$471K ﹤0.01%
103,792
-14,572
4496
$471K ﹤0.01%
23,175
-158
4497
$471K ﹤0.01%
6,054
+888
4498
$469K ﹤0.01%
43,054
+12,306
4499
$468K ﹤0.01%
33,169
+17,449
4500
$468K ﹤0.01%
17,060
-1,748
178 179
180
181 182