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
4951
$187K ﹤0.01%
+5,920
4952
$187K ﹤0.01%
2,103
+787
4953
$187K ﹤0.01%
17,944
+6,392
4954
$187K ﹤0.01%
48,527
+1,338
4955
$186K ﹤0.01%
5,158
-51,814
4956
$186K ﹤0.01%
3,702
4957
$186K ﹤0.01%
17,734
+8,712
4958
$186K ﹤0.01%
12,435
+7,886
4959
$186K ﹤0.01%
8,717
+4,628
4960
$185K ﹤0.01%
673
+424
4961
$185K ﹤0.01%
14,797
-1,734
4962
$185K ﹤0.01%
41,700
+40,518
4963
$184K ﹤0.01%
3,263
-277
4964
$184K ﹤0.01%
17,085
-133,040
4965
$184K ﹤0.01%
13,021
+2,640
4966
$184K ﹤0.01%
9,378
-1,122
4967
$183K ﹤0.01%
20,451
+15,321
4968
$183K ﹤0.01%
264
+230
4969
$183K ﹤0.01%
86,938
-60,922
4970
$182K ﹤0.01%
26,341
-654,807
4971
$182K ﹤0.01%
73,994
+28,287
4972
$181K ﹤0.01%
126,134
-14,413
4973
$180K ﹤0.01%
14,191
+4,656
4974
$180K ﹤0.01%
11,347
-5,290
4975
$180K ﹤0.01%
9,486
+3,345
197 198
199
200 201