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
4526
$445K ﹤0.01%
8,526
+4,928
4527
$445K ﹤0.01%
12,395
+4,399
4528
$444K ﹤0.01%
4,719
+4,239
4529
$442K ﹤0.01%
+42,362
4530
$440K ﹤0.01%
246,860
+222,200
4531
$439K ﹤0.01%
5,153
+4,432
4532
$439K ﹤0.01%
17,464
+5,597
4533
$437K ﹤0.01%
41,674
-53,974
4534
$437K ﹤0.01%
129,188
+70,411
4535
$436K ﹤0.01%
30,051
+2,707
4536
$436K ﹤0.01%
155,281
-232,671
4537
$436K ﹤0.01%
29,946
-35,183
4538
$434K ﹤0.01%
19,396
-484,698
4539
$434K ﹤0.01%
8,128
-23,251
4540
$432K ﹤0.01%
50,059
-28,539
4541
$430K ﹤0.01%
58,183
+49,125
4542
$430K ﹤0.01%
32,547
-5,312
4543
$429K ﹤0.01%
26,299
+21,192
4544
$428K ﹤0.01%
61,297
-65,400
4545
$428K ﹤0.01%
51,338
-42,609
4546
$428K ﹤0.01%
26,296
+20,738
4547
$425K ﹤0.01%
5,824
+56
4548
$425K ﹤0.01%
4,146
+1,729
4549
$425K ﹤0.01%
36,664
+13,119
4550
$424K ﹤0.01%
21,157
+12,236
180 181
182
183 184