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
4801
$264K ﹤0.01%
14,097
+5,537
4802
$264K ﹤0.01%
917
+279
4803
$263K ﹤0.01%
1,975
+199
4804
$263K ﹤0.01%
33,843
-2,559
4805
$261K ﹤0.01%
19,640
-3,560
4806
$261K ﹤0.01%
18,802
-8,092
4807
$261K ﹤0.01%
19,707
+16,855
4808
$261K ﹤0.01%
+5,805
4809
$260K ﹤0.01%
12,619
+3,789
4810
$260K ﹤0.01%
19,348
+4,698
4811
$260K ﹤0.01%
+8,034
4812
$259K ﹤0.01%
24,761
+3,385
4813
$259K ﹤0.01%
60,675
+14,893
4814
$258K ﹤0.01%
8,049
-2,147
4815
$258K ﹤0.01%
45,913
-225,751
4816
$257K ﹤0.01%
77,887
-30,828
4817
$256K ﹤0.01%
1,234
+547
4818
$255K ﹤0.01%
23,428
-20,186
4819
$254K ﹤0.01%
28,586
+11,125
4820
$254K ﹤0.01%
18,390
+980
4821
$254K ﹤0.01%
33,701
+415
4822
$254K ﹤0.01%
13,752
+5,370
4823
$254K ﹤0.01%
2,233
-100
4824
$254K ﹤0.01%
69,587
+39,311
4825
$253K ﹤0.01%
+10,005
191 192
193
194 195