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
5151
$122K ﹤0.01%
6,885
+2,747
5152
$122K ﹤0.01%
24,339
+11,023
5153
$122K ﹤0.01%
2,336
+2,036
5154
$122K ﹤0.01%
9,049
+3,975
5155
$122K ﹤0.01%
10,592
+150
5156
$122K ﹤0.01%
4,889
-2,234
5157
$122K ﹤0.01%
16,471
+3,772
5158
$122K ﹤0.01%
1,166
+274
5159
$121K ﹤0.01%
15,845
-117,367
5160
$121K ﹤0.01%
4,566
+3,123
5161
$121K ﹤0.01%
22,031
+3,089
5162
$120K ﹤0.01%
1,725
+758
5163
$120K ﹤0.01%
22,090
+15,793
5164
$120K ﹤0.01%
70,511
-199,153
5165
$119K ﹤0.01%
9,600
-32,826
5166
$118K ﹤0.01%
15,603
+1,530
5167
$118K ﹤0.01%
17,212
+12,832
5168
$118K ﹤0.01%
2,370
+268
5169
$118K ﹤0.01%
8,720
+5,563
5170
$118K ﹤0.01%
12,504
+1,200
5171
$118K ﹤0.01%
61,750
-46,248
5172
$118K ﹤0.01%
25,850
+25,847
5173
$117K ﹤0.01%
17,090
-12,775
5174
$117K ﹤0.01%
98,576
-181,421
5175
$117K ﹤0.01%
134,420
-6,600
205 206
207
208 209