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
5576
$41K ﹤0.01%
+5,800
5577
$41K ﹤0.01%
1,048
-55
5578
$41K ﹤0.01%
1,687
5579
$41K ﹤0.01%
3,858
+2,734
5580
$41K ﹤0.01%
4,042
-200
5581
$41K ﹤0.01%
4,176
-36,882
5582
$41K ﹤0.01%
5,793
+1,046
5583
$41K ﹤0.01%
7,553
-1,907
5584
$40K ﹤0.01%
1,436
+61
5585
$40K ﹤0.01%
4,056
+1,933
5586
$40K ﹤0.01%
3,583
+1,561
5587
$40K ﹤0.01%
2,837
+1,553
5588
$40K ﹤0.01%
8,715
+2,591
5589
$40K ﹤0.01%
4,075
+4,068
5590
$39K ﹤0.01%
3,769
+1,083
5591
$39K ﹤0.01%
1,952
5592
$39K ﹤0.01%
273
-194
5593
$39K ﹤0.01%
760
-361
5594
$39K ﹤0.01%
12,695
5595
$39K ﹤0.01%
3,308
-1,435
5596
$39K ﹤0.01%
16,282
+1,818
5597
$39K ﹤0.01%
17,698
+10,509
5598
$39K ﹤0.01%
4,448
+2,645
5599
$39K ﹤0.01%
730
5600
$39K ﹤0.01%
3,098
+465
222 223
224
225 226