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
5301
$89K ﹤0.01%
1,879
-240
5302
$89K ﹤0.01%
+2,800
5303
$89K ﹤0.01%
40,874
+40,774
5304
$89K ﹤0.01%
4,141
+195
5305
$89K ﹤0.01%
40,480
+7,875
5306
$88K ﹤0.01%
1,861
+18
5307
$88K ﹤0.01%
1,279
+1,076
5308
$88K ﹤0.01%
37,719
-1
5309
$88K ﹤0.01%
3,335
-2,294
5310
$88K ﹤0.01%
8,397
+6,417
5311
$88K ﹤0.01%
21,493
+1,384
5312
$87K ﹤0.01%
21,685
+11,591
5313
$87K ﹤0.01%
15,959
+8,005
5314
$87K ﹤0.01%
321,192
-244,604
5315
$86K ﹤0.01%
5,067
-786
5316
$86K ﹤0.01%
17,816
+2,636
5317
$86K ﹤0.01%
12,658
-78,844
5318
$86K ﹤0.01%
1,449
-1,072
5319
$86K ﹤0.01%
29,000
+15,050
5320
$85K ﹤0.01%
15,427
+7,219
5321
$85K ﹤0.01%
12,441
+9,141
5322
$84K ﹤0.01%
21,011
+4,433
5323
$84K ﹤0.01%
17,950
5324
$84K ﹤0.01%
2,639
-462
5325
$84K ﹤0.01%
3,219
+1,357
211 212
213
214 215