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
5176
$116K ﹤0.01%
20,399
+18,908
5177
$116K ﹤0.01%
5,592
-682
5178
$116K ﹤0.01%
18,460
-29,648
5179
$116K ﹤0.01%
218,068
-379,587
5180
$115K ﹤0.01%
4,255
-6,350
5181
$115K ﹤0.01%
18,278
-49,256
5182
$115K ﹤0.01%
17,551
+3,896
5183
$115K ﹤0.01%
12,699
+2,835
5184
$114K ﹤0.01%
2,896
+1,616
5185
$114K ﹤0.01%
14,381
+4,054
5186
$114K ﹤0.01%
42,903
+39,748
5187
$114K ﹤0.01%
15,607
+9,461
5188
$114K ﹤0.01%
8,212
+7,148
5189
$113K ﹤0.01%
8,682
+1,799
5190
$113K ﹤0.01%
9,595
+1,469
5191
$113K ﹤0.01%
2,206
-2,998
5192
$113K ﹤0.01%
2,118
+1,444
5193
$113K ﹤0.01%
+13,134
5194
$112K ﹤0.01%
8,572
+5,940
5195
$112K ﹤0.01%
3,566
+2,067
5196
$112K ﹤0.01%
11,540
+3,683
5197
$111K ﹤0.01%
+5,485
5198
$111K ﹤0.01%
41,909
-136,900
5199
$111K ﹤0.01%
1,380
-733
5200
$111K ﹤0.01%
6,786
+5,096
206 207
208
209 210