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
5251
$99K ﹤0.01%
20,880
+9,355
5252
$98K ﹤0.01%
5,912
+4,858
5253
$97K ﹤0.01%
10,740
-12,839
5254
$97K ﹤0.01%
45,290
+9,500
5255
$97K ﹤0.01%
4,112
+1,770
5256
$97K ﹤0.01%
9,810
-26,119
5257
$97K ﹤0.01%
1,013
-1,032
5258
$97K ﹤0.01%
65,705
-4,755
5259
$96K ﹤0.01%
7,672
-4,886
5260
$96K ﹤0.01%
6,716
+6,192
5261
$96K ﹤0.01%
2,507
+719
5262
$96K ﹤0.01%
+2,853
5263
$96K ﹤0.01%
7,988
+7,920
5264
$95K ﹤0.01%
19,653
+8,621
5265
$95K ﹤0.01%
18,235
-105,569
5266
$95K ﹤0.01%
8,264
+5,795
5267
$95K ﹤0.01%
9,514
-3,354
5268
$95K ﹤0.01%
1,814
+987
5269
$95K ﹤0.01%
17,447
-22,616
5270
$95K ﹤0.01%
117,093
-128
5271
$94K ﹤0.01%
11,644
+3,580
5272
$94K ﹤0.01%
4,664
-3,076
5273
$94K ﹤0.01%
41
+39
5274
$94K ﹤0.01%
8,420
-61,533
5275
$94K ﹤0.01%
25,886
+25,871
209 210
211
212 213