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
5751
$27K ﹤0.01%
7,216
5752
$27K ﹤0.01%
13,900
+13,898
5753
$27K ﹤0.01%
7,720
+5,956
5754
$27K ﹤0.01%
2,000
5755
$27K ﹤0.01%
+539
5756
$27K ﹤0.01%
210
+195
5757
$27K ﹤0.01%
2,629
-3,000
5758
$27K ﹤0.01%
3,196
+1,807
5759
$27K ﹤0.01%
3,503
+1,726
5760
$27K ﹤0.01%
38,096
+36,985
5761
$26K ﹤0.01%
+804
5762
$26K ﹤0.01%
2,021
-84,282
5763
$26K ﹤0.01%
3,233
5764
$26K ﹤0.01%
1,092
-33
5765
$26K ﹤0.01%
1,000
5766
$26K ﹤0.01%
1,858
-1,501
5767
$26K ﹤0.01%
2,430
+1,080
5768
$26K ﹤0.01%
3,632
+2,807
5769
$26K ﹤0.01%
44
+34
5770
$26K ﹤0.01%
4,300
5771
$26K ﹤0.01%
3,436
+1,636
5772
$26K ﹤0.01%
249
+117
5773
$26K ﹤0.01%
5,179
+2,893
5774
$26K ﹤0.01%
4,025
5775
$26K ﹤0.01%
1,077
+595
229 230
231
232 233