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
5626
$36K ﹤0.01%
2,400
5627
$36K ﹤0.01%
10,922
-1,246
5628
$36K ﹤0.01%
2,079
-852
5629
$36K ﹤0.01%
449
5630
$36K ﹤0.01%
9,073
-233,217
5631
$36K ﹤0.01%
1,342
5632
$36K ﹤0.01%
1,250
5633
$36K ﹤0.01%
1,848
+1,375
5634
$36K ﹤0.01%
265
+236
5635
$36K ﹤0.01%
4,132
+3,044
5636
$36K ﹤0.01%
+1,448
5637
$35K ﹤0.01%
1,763
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5638
$35K ﹤0.01%
1,604
-798
5639
$35K ﹤0.01%
610
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5640
$35K ﹤0.01%
18,829
+15,117
5641
$35K ﹤0.01%
567
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5642
$35K ﹤0.01%
11,753
-5
5643
$35K ﹤0.01%
1,350
5644
$35K ﹤0.01%
1,039
+1,012
5645
$35K ﹤0.01%
14,837
5646
$35K ﹤0.01%
1,025
5647
$35K ﹤0.01%
6
+3
5648
$35K ﹤0.01%
14,866
+12,901
5649
$35K ﹤0.01%
500
-192
5650
$35K ﹤0.01%
1,170
224 225
226
227 228