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
5726
$29K ﹤0.01%
1,018
-652
5727
$29K ﹤0.01%
1,168
+37
5728
$28K ﹤0.01%
+1,200
5729
$28K ﹤0.01%
4,355
+1,564
5730
$28K ﹤0.01%
3,854
-125
5731
$28K ﹤0.01%
5,547
+5,500
5732
$28K ﹤0.01%
3,944
+2,830
5733
$28K ﹤0.01%
5,470
+2,485
5734
$28K ﹤0.01%
7,045
+355
5735
$28K ﹤0.01%
1,079
-943
5736
$28K ﹤0.01%
+1,190
5737
$28K ﹤0.01%
40,537
+19,969
5738
$28K ﹤0.01%
1,000
-299
5739
$27K ﹤0.01%
81
+17
5740
$27K ﹤0.01%
1,152
5741
$27K ﹤0.01%
33
+11
5742
$27K ﹤0.01%
702
-2,796
5743
$27K ﹤0.01%
625
5744
$27K ﹤0.01%
2,137
+553
5745
$27K ﹤0.01%
3,740
-69,827
5746
$27K ﹤0.01%
20,088
5747
$27K ﹤0.01%
2,648
+2,433
5748
$27K ﹤0.01%
21,083
5749
$27K ﹤0.01%
213
5750
$27K ﹤0.01%
+400
228 229
230
231 232