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
4776
$274K ﹤0.01%
22,662
-6,291
4777
$274K ﹤0.01%
20,085
+1,346
4778
$274K ﹤0.01%
19,894
-2,025
4779
$273K ﹤0.01%
23,699
+1,497
4780
$273K ﹤0.01%
205,503
+7,462
4781
$273K ﹤0.01%
30,498
+28,376
4782
$273K ﹤0.01%
30,364
+2,957
4783
$273K ﹤0.01%
16,282
+4,757
4784
$272K ﹤0.01%
9,268
-4,955
4785
$271K ﹤0.01%
3,760
+1,027
4786
$271K ﹤0.01%
31,724
-28
4787
$271K ﹤0.01%
30,680
-4,434
4788
$271K ﹤0.01%
436,189
+424,656
4789
$271K ﹤0.01%
28,381
-639
4790
$270K ﹤0.01%
10,282
+6,379
4791
$270K ﹤0.01%
17,132
-23,753
4792
$269K ﹤0.01%
+624
4793
$269K ﹤0.01%
27,050
+9,571
4794
$268K ﹤0.01%
17,307
-1,336
4795
$268K ﹤0.01%
34,266
-8,219
4796
$268K ﹤0.01%
+11,894
4797
$267K ﹤0.01%
27,545
+12,951
4798
$267K ﹤0.01%
190,396
-266
4799
$264K ﹤0.01%
30,690
-886
4800
$264K ﹤0.01%
41,976
+8,385
190 191
192
193 194