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
5276
$93K ﹤0.01%
184
+181
5277
$93K ﹤0.01%
45,230
-15,884
5278
$93K ﹤0.01%
23,610
+7,386
5279
$93K ﹤0.01%
2,867
5280
$93K ﹤0.01%
842
+288
5281
$93K ﹤0.01%
55
+18
5282
$93K ﹤0.01%
6,784
+3,189
5283
$93K ﹤0.01%
9,623
+7,344
5284
$92K ﹤0.01%
34,540
5285
$92K ﹤0.01%
5,776
+3,206
5286
$92K ﹤0.01%
16,773
+3,245
5287
$92K ﹤0.01%
19,558
+11,741
5288
$92K ﹤0.01%
2,938
5289
$91K ﹤0.01%
11,015
+10,917
5290
$91K ﹤0.01%
3,728
-5,106
5291
$91K ﹤0.01%
4,539
-18,425
5292
$91K ﹤0.01%
8,583
+133
5293
$91K ﹤0.01%
1,071
-3,198
5294
$90K ﹤0.01%
6,045
-10,882
5295
$90K ﹤0.01%
29,133
-33,971
5296
$90K ﹤0.01%
40,710
+1,256
5297
$90K ﹤0.01%
9,985
-7,240
5298
$90K ﹤0.01%
15,686
+11,835
5299
$90K ﹤0.01%
30,432
+9,351
5300
$90K ﹤0.01%
9,006
-3
210 211
212
213 214