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
6026
$8K ﹤0.01%
832
+279
6027
$8K ﹤0.01%
387
-625
6028
$8K ﹤0.01%
+760
6029
$8K ﹤0.01%
60
-9
6030
$8K ﹤0.01%
348
6031
$8K ﹤0.01%
2,500
6032
$8K ﹤0.01%
3,265
+3,065
6033
$8K ﹤0.01%
245
6034
$8K ﹤0.01%
1,878
+152
6035
$8K ﹤0.01%
+30
6036
$8K ﹤0.01%
88
+75
6037
$8K ﹤0.01%
373
6038
$8K ﹤0.01%
+540
6039
$8K ﹤0.01%
290
+99
6040
$8K ﹤0.01%
+18
6041
$8K ﹤0.01%
+321
6042
$8K ﹤0.01%
3,000
+2,151
6043
$8K ﹤0.01%
+1
6044
$8K ﹤0.01%
+567
6045
$8K ﹤0.01%
991
-5,041
6046
$8K ﹤0.01%
2,336
-18,377
6047
$8K ﹤0.01%
12,615
+8,443
6048
$8K ﹤0.01%
302
6049
$8K ﹤0.01%
+242
6050
$7K ﹤0.01%
5,774
+3,148