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
4826
$252K ﹤0.01%
2,365
+1,814
4827
$251K ﹤0.01%
13,116
-22,765
4828
$251K ﹤0.01%
1,733
+239
4829
$251K ﹤0.01%
25,291
-1,682
4830
$251K ﹤0.01%
42,514
+42,114
4831
$250K ﹤0.01%
14,356
+3,407
4832
$250K ﹤0.01%
19,784
+6,232
4833
$249K ﹤0.01%
31,732
-704
4834
$249K ﹤0.01%
12,201
-3,280
4835
$248K ﹤0.01%
+9,793
4836
$247K ﹤0.01%
7,902
+1,206
4837
$246K ﹤0.01%
11,285
+938
4838
$246K ﹤0.01%
11,811
-335
4839
$244K ﹤0.01%
54,036
-15,276
4840
$244K ﹤0.01%
36,383
+2,254
4841
$242K ﹤0.01%
24,769
-6,081
4842
$242K ﹤0.01%
30,955
-19,814
4843
$240K ﹤0.01%
7,595
+3,700
4844
$240K ﹤0.01%
21,315
+4,167
4845
$240K ﹤0.01%
23,336
-10,982
4846
$239K ﹤0.01%
15,513
-14,504
4847
$239K ﹤0.01%
272,607
+257,583
4848
$238K ﹤0.01%
14,312
+3,740
4849
$238K ﹤0.01%
8,573
-2,099
4850
$237K ﹤0.01%
11,148
+2,369
192 193
194
195 196