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
551
$101M 0.02%
2,361,239
+223,836
552
$101M 0.02%
1,501,500
+127,545
553
$101M 0.02%
2,020,662
-729,934
554
$101M 0.02%
376,716
+4,803
555
$101M 0.02%
902,871
+51,386
556
$100M 0.02%
2,785,469
-152,556
557
$100M 0.02%
991,059
-326,848
558
$100M 0.02%
999,166
-65,230
559
$99.5M 0.02%
1,220,152
-140,836
560
$98.8M 0.02%
513,083
-23,283
561
$98.7M 0.02%
463,510
+223,347
562
$98.6M 0.02%
1,778,722
+834,216
563
$98.1M 0.02%
1,541,769
-406,263
564
$98.1M 0.02%
2,575,206
-175,486
565
$98M 0.02%
1,918,620
-227,265
566
$97.7M 0.02%
3,368,095
-1,654,562
567
$97.5M 0.02%
2,125,398
+684,387
568
$97.4M 0.02%
2,751,920
+397,802
569
$96.9M 0.02%
904,762
+345,719
570
$96.5M 0.02%
4,051,667
-696,846
571
$96.2M 0.02%
3,687,394
-1,772,882
572
$95.6M 0.02%
778,977
-21,288
573
$95.4M 0.02%
1,525,922
+35,489
574
$94.9M 0.02%
1,783,433
-487,477
575
$94.3M 0.02%
1,547,689
+80,038
21 22
23
24 25