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
5926
$13K ﹤0.01%
6,828
-979,435
5927
$13K ﹤0.01%
567
+500
5928
$13K ﹤0.01%
1,750
-350
5929
$13K ﹤0.01%
53
+43
5930
$13K ﹤0.01%
3,857
+1,271
5931
$13K ﹤0.01%
+1,500
5932
$13K ﹤0.01%
8,803
5933
$13K ﹤0.01%
71
+7
5934
$13K ﹤0.01%
4,443
-189,347
5935
$13K ﹤0.01%
30,790
-5,661
5936
$12K ﹤0.01%
+500
5937
$12K ﹤0.01%
5,740
5938
$12K ﹤0.01%
30
5939
$12K ﹤0.01%
3,560
5940
$12K ﹤0.01%
983
+209
5941
$12K ﹤0.01%
816
-1,413
5942
$12K ﹤0.01%
124
+90
5943
$12K ﹤0.01%
772
-4,990
5944
$12K ﹤0.01%
172
-69
5945
$12K ﹤0.01%
557
-3
5946
$12K ﹤0.01%
603
5947
$12K ﹤0.01%
3,500
5948
$12K ﹤0.01%
3,621
+2,615
5949
$12K ﹤0.01%
336
+181
5950
$12K ﹤0.01%
6
+4
236 237
238
239 240