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
4501
$467K ﹤0.01%
30,786
+1,177
4502
$467K ﹤0.01%
22,713
+12,355
4503
$463K ﹤0.01%
19,444
+17,922
4504
$463K ﹤0.01%
19,656
+1,202
4505
$462K ﹤0.01%
56,535
-953
4506
$462K ﹤0.01%
70,691
-874
4507
$461K ﹤0.01%
32,377
-2,312
4508
$460K ﹤0.01%
14,473
-15,753
4509
$459K ﹤0.01%
35,688
-105,579
4510
$459K ﹤0.01%
60,666
+296
4511
$458K ﹤0.01%
10,828
-57,306
4512
$457K ﹤0.01%
8,317
-426,708
4513
$457K ﹤0.01%
1,740
+1,017
4514
$454K ﹤0.01%
25,659
+1,819
4515
$453K ﹤0.01%
+28,674
4516
$452K ﹤0.01%
14,812
-560
4517
$452K ﹤0.01%
27,925
+18,572
4518
$452K ﹤0.01%
21,871
-15,865
4519
$452K ﹤0.01%
34,213
+1,903
4520
$450K ﹤0.01%
33,488
-4,215
4521
$449K ﹤0.01%
9,801
-787
4522
$448K ﹤0.01%
176,195
-20,964
4523
$447K ﹤0.01%
20,096
+5,126
4524
$447K ﹤0.01%
46,858
-144,208
4525
$446K ﹤0.01%
19,871
+7,957
179 180
181
182 183