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
5001
$170K ﹤0.01%
466
-355
5002
$170K ﹤0.01%
12,080
+7,379
5003
$169K ﹤0.01%
1,451
+902
5004
$169K ﹤0.01%
6,943
-13,233
5005
$168K ﹤0.01%
42,672
+499
5006
$168K ﹤0.01%
24,328
-19,930
5007
$167K ﹤0.01%
3,464
+2,997
5008
$167K ﹤0.01%
11,755
+9,444
5009
$167K ﹤0.01%
2,706
+1,054
5010
$167K ﹤0.01%
19,285
+15,247
5011
$167K ﹤0.01%
960
5012
$166K ﹤0.01%
11,137
-45,357
5013
$166K ﹤0.01%
13,050
-14,305
5014
$166K ﹤0.01%
4,770
+638
5015
$165K ﹤0.01%
10,362
+1,548
5016
$165K ﹤0.01%
5,176
+118
5017
$165K ﹤0.01%
4,564
+806
5018
$165K ﹤0.01%
21,010
-61,708
5019
$164K ﹤0.01%
16,310
+13,469
5020
$164K ﹤0.01%
16,037
+9,797
5021
$164K ﹤0.01%
47,174
+45,469
5022
$163K ﹤0.01%
35,471
+33,746
5023
$163K ﹤0.01%
+5,479
5024
$163K ﹤0.01%
10,176
+71
5025
$163K ﹤0.01%
14,217
-6,447
199 200
201
202 203