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
4726
$308K ﹤0.01%
109,317
-74,557
4727
$307K ﹤0.01%
14,554
+617
4728
$306K ﹤0.01%
31,192
+6,548
4729
$306K ﹤0.01%
20,146
-32,606
4730
$306K ﹤0.01%
+5,310
4731
$305K ﹤0.01%
11,686
+10
4732
$304K ﹤0.01%
28,336
+1,160
4733
$304K ﹤0.01%
55,175
+43,472
4734
$303K ﹤0.01%
25,596
+4,773
4735
$302K ﹤0.01%
12,842
-60,177
4736
$302K ﹤0.01%
13,411
+11,368
4737
$302K ﹤0.01%
19,077
+4,389
4738
$301K ﹤0.01%
23,142
+3,639
4739
$300K ﹤0.01%
2
-2
4740
$299K ﹤0.01%
15,124
+4,071
4741
$299K ﹤0.01%
7,257
+5,845
4742
$298K ﹤0.01%
87,790
+71,456
4743
$297K ﹤0.01%
10,215
-54
4744
$297K ﹤0.01%
66,598
+14,954
4745
$297K ﹤0.01%
7,552
-912
4746
$295K ﹤0.01%
60,809
+16,127
4747
$294K ﹤0.01%
11,847
-21,453
4748
$294K ﹤0.01%
26,332
-42,730
4749
$293K ﹤0.01%
33,968
-116,151
4750
$292K ﹤0.01%
19,360
+5,934
188 189
190
191 192