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
4976
$180K ﹤0.01%
16,935
4977
$179K ﹤0.01%
4,932
-1,044
4978
$178K ﹤0.01%
170,567
-2,483,561
4979
$178K ﹤0.01%
16,659
+3,570
4980
$178K ﹤0.01%
12,048
-20,429
4981
$178K ﹤0.01%
16,596
-3,941
4982
$177K ﹤0.01%
11,452
+2,353
4983
$177K ﹤0.01%
62,678
-4,181
4984
$177K ﹤0.01%
8,757
+7,237
4985
$176K ﹤0.01%
20,382
+3,801
4986
$176K ﹤0.01%
14,248
-1,283
4987
$175K ﹤0.01%
54,039
-93,195
4988
$174K ﹤0.01%
9,855
-2,337
4989
$174K ﹤0.01%
2,850
-2,920
4990
$173K ﹤0.01%
2,377
-1,947
4991
$173K ﹤0.01%
16,808
-5,949
4992
$173K ﹤0.01%
41,602
+20,637
4993
$172K ﹤0.01%
678
-220
4994
$172K ﹤0.01%
11,615
+6,379
4995
$172K ﹤0.01%
19,693
-571,724
4996
$171K ﹤0.01%
11,738
+776
4997
$171K ﹤0.01%
10,007
+7,512
4998
$171K ﹤0.01%
21,984
+14,164
4999
$171K ﹤0.01%
151,323
-225,035
5000
$170K ﹤0.01%
21,771
198 199
200
201 202