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
4601
$383K ﹤0.01%
6,904
+490
4602
$382K ﹤0.01%
20,210
-2,201
4603
$382K ﹤0.01%
131,086
-134,757
4604
$381K ﹤0.01%
41,158
+3,771
4605
$380K ﹤0.01%
37,917
+9,272
4606
$380K ﹤0.01%
52,936
-541,942
4607
$380K ﹤0.01%
109,729
-783,082
4608
$380K ﹤0.01%
18,106
+2,086
4609
$380K ﹤0.01%
+7,831
4610
$379K ﹤0.01%
148,109
+15,273
4611
$379K ﹤0.01%
40,811
-51,303
4612
$376K ﹤0.01%
18,325
+15,531
4613
$374K ﹤0.01%
13,778
-89
4614
$374K ﹤0.01%
12,000
4615
$374K ﹤0.01%
12,022
-1,103,591
4616
$373K ﹤0.01%
23,170
-24,626
4617
$373K ﹤0.01%
12,518
+4,090
4618
$373K ﹤0.01%
8,955
4619
$372K ﹤0.01%
13,674
+2,605
4620
$370K ﹤0.01%
12,086
-57,102
4621
$370K ﹤0.01%
20,843
+11,826
4622
$369K ﹤0.01%
24,791
+592
4623
$369K ﹤0.01%
119,933
+106,019
4624
$368K ﹤0.01%
27,694
-12,376
4625
$365K ﹤0.01%
22,336
+2,880
183 184
185
186 187