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
5226
$103K ﹤0.01%
+6,530
5227
$103K ﹤0.01%
1,466
+930
5228
$103K ﹤0.01%
2,743
+743
5229
$103K ﹤0.01%
+1,100
5230
$103K ﹤0.01%
15,600
+4,228
5231
$103K ﹤0.01%
19
+17
5232
$102K ﹤0.01%
11,335
+9,634
5233
$102K ﹤0.01%
10,880
-4,815
5234
$102K ﹤0.01%
7,424
-1,022
5235
$101K ﹤0.01%
4,434
-605
5236
$101K ﹤0.01%
1,351
5237
$101K ﹤0.01%
2,276
+1,719
5238
$101K ﹤0.01%
4,338
-52
5239
$100K ﹤0.01%
49,940
-7,644
5240
$100K ﹤0.01%
8,069
+841
5241
$100K ﹤0.01%
12,851
5242
$99K ﹤0.01%
16,624
+11,598
5243
$99K ﹤0.01%
13,798
+3,264
5244
$99K ﹤0.01%
23,647
-196,292
5245
$99K ﹤0.01%
4,567
+2,860
5246
$99K ﹤0.01%
2,600
+2,200
5247
$99K ﹤0.01%
2,772
+2,059
5248
$99K ﹤0.01%
21,582
-342
5249
$99K ﹤0.01%
3,660
+1,160
5250
$99K ﹤0.01%
20,334
+9,077
208 209
210
211 212