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
5126
$130K ﹤0.01%
15,395
+9,258
5127
$130K ﹤0.01%
33
-68
5128
$130K ﹤0.01%
39,275
-2,400
5129
$129K ﹤0.01%
63,808
+8,935
5130
$129K ﹤0.01%
3,311
5131
$128K ﹤0.01%
13,424
+3,752
5132
$128K ﹤0.01%
2,302
-341
5133
$127K ﹤0.01%
13,146
+13,046
5134
$127K ﹤0.01%
15,744
+13,150
5135
$127K ﹤0.01%
4,755
-325
5136
$126K ﹤0.01%
87,700
+32,116
5137
$126K ﹤0.01%
4,886
-721
5138
$126K ﹤0.01%
32,185
+2,272
5139
$126K ﹤0.01%
5,281
-1,576
5140
$125K ﹤0.01%
7,539
+2,537
5141
$125K ﹤0.01%
15,970
+4,209
5142
$125K ﹤0.01%
6,242
-2,358
5143
$124K ﹤0.01%
476
-928
5144
$124K ﹤0.01%
21,921
-75,626
5145
$124K ﹤0.01%
18,398
+265
5146
$124K ﹤0.01%
11,800
-1,500
5147
$123K ﹤0.01%
7,976
+1,729
5148
$123K ﹤0.01%
22,174
+12,850
5149
$123K ﹤0.01%
4,026
+1,047
5150
$122K ﹤0.01%
7,019
+6,583
204 205
206
207 208