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
4751
$291K ﹤0.01%
33,807
-36,844
4752
$289K ﹤0.01%
5,675
4753
$289K ﹤0.01%
4,566
+3,245
4754
$288K ﹤0.01%
17,579
+677
4755
$288K ﹤0.01%
19,331
-6,357
4756
$288K ﹤0.01%
101,577
+6,647
4757
$287K ﹤0.01%
120,373
+11,738
4758
$285K ﹤0.01%
24,617
-15,813
4759
$283K ﹤0.01%
19,837
+1,931
4760
$283K ﹤0.01%
11,934
-1,756
4761
$283K ﹤0.01%
2,777
-3,030
4762
$282K ﹤0.01%
9,034
-54
4763
$282K ﹤0.01%
38,309
-2,193
4764
$282K ﹤0.01%
1,668
+327
4765
$281K ﹤0.01%
11,124
+737
4766
$281K ﹤0.01%
9,368
+6,818
4767
$280K ﹤0.01%
8,003
-6,269
4768
$279K ﹤0.01%
8,083
+794
4769
$279K ﹤0.01%
59,066
-10
4770
$277K ﹤0.01%
12,371
+1,356
4771
$277K ﹤0.01%
6,604
-54,125
4772
$277K ﹤0.01%
78,196
+6,500
4773
$275K ﹤0.01%
56,640
+36,926
4774
$275K ﹤0.01%
38,746
-29,503
4775
$275K ﹤0.01%
35,241
-131,312
189 190
191
192 193