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
501
$113M 0.03%
3,537,162
+809,539
502
$113M 0.03%
1,427,699
+370,170
503
$112M 0.02%
1,563,208
+112,891
504
$112M 0.02%
6,364,015
+36,788
505
$112M 0.02%
744,764
+68,719
506
$112M 0.02%
6,379,276
+2,796,894
507
$111M 0.02%
618,178
-172,793
508
$111M 0.02%
3,602,015
+165,658
509
$111M 0.02%
1,582,443
+860,857
510
$111M 0.02%
969,763
-45,138
511
$110M 0.02%
1,936,563
+1,875,243
512
$110M 0.02%
3,921,979
-1,804,606
513
$110M 0.02%
1,995,623
+88,495
514
$110M 0.02%
5,116,572
-347,716
515
$110M 0.02%
4,943,248
+702,361
516
$110M 0.02%
2,043,006
-86,481
517
$110M 0.02%
1,000,831
+569,200
518
$109M 0.02%
5,862,951
+1,520,886
519
$109M 0.02%
8,412,052
+6,525,085
520
$109M 0.02%
3,953,515
+135,116
521
$109M 0.02%
3,778,510
-13,772,958
522
$109M 0.02%
2,148,845
-237,353
523
$108M 0.02%
1,409,445
-20,587
524
$107M 0.02%
49,410
+28,450
525
$107M 0.02%
3,588,717
+295,945
19 20
21
22 23