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
4851
$237K ﹤0.01%
36,082
+24,960
4852
$236K ﹤0.01%
9,125
+3,023
4853
$235K ﹤0.01%
108,808
+47,608
4854
$235K ﹤0.01%
1,019
+881
4855
$234K ﹤0.01%
5,642
+3,411
4856
$233K ﹤0.01%
17,106
+5,663
4857
$233K ﹤0.01%
8,181
-4,725
4858
$233K ﹤0.01%
174,997
+27,220
4859
$232K ﹤0.01%
1,726
+601
4860
$232K ﹤0.01%
7,107
-15,604
4861
$232K ﹤0.01%
98
+7
4862
$232K ﹤0.01%
7,237
+3,589
4863
$232K ﹤0.01%
18,292
+2,279
4864
$231K ﹤0.01%
29,279
+3,021
4865
$231K ﹤0.01%
2,363
+32
4866
$230K ﹤0.01%
+2,210
4867
$230K ﹤0.01%
14,554
-14,957
4868
$230K ﹤0.01%
247,382
-140,763
4869
$229K ﹤0.01%
990
+963
4870
$228K ﹤0.01%
52,448
+26,561
4871
$227K ﹤0.01%
7,768
-869
4872
$227K ﹤0.01%
15,895
+10,887
4873
$227K ﹤0.01%
1,874
+5
4874
$226K ﹤0.01%
1,979
+1,181
4875
$225K ﹤0.01%
13,926
-2,118
193 194
195
196 197