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
5351
$78K ﹤0.01%
6,721
+5,212
5352
$78K ﹤0.01%
4,027
+2,695
5353
$78K ﹤0.01%
157,289
-6,845
5354
$78K ﹤0.01%
34,767
-227,730
5355
$77K ﹤0.01%
17,076
5356
$77K ﹤0.01%
5,348
+4,120
5357
$77K ﹤0.01%
14,122
-214,302
5358
$77K ﹤0.01%
19,990
+1,529
5359
$77K ﹤0.01%
63,080
-14,952
5360
$76K ﹤0.01%
8,427
+6,787
5361
$76K ﹤0.01%
4,423
-510
5362
$75K ﹤0.01%
2,493
+1,395
5363
$75K ﹤0.01%
6,179
-13,613
5364
$75K ﹤0.01%
1,716
+1,151
5365
$75K ﹤0.01%
1,213
+812
5366
$75K ﹤0.01%
2,488
5367
$75K ﹤0.01%
412
5368
$74K ﹤0.01%
6,647
-8,463
5369
$74K ﹤0.01%
2,645
+1,491
5370
$74K ﹤0.01%
7,579
+1,930
5371
$74K ﹤0.01%
249,171
+14,270
5372
$73K ﹤0.01%
+10,555
5373
$73K ﹤0.01%
84,546
+26,198
5374
$73K ﹤0.01%
1,362
-150
5375
$73K ﹤0.01%
5,781
+3,482
213 214
215
216 217