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
676
$71.9M 0.02%
1,151,513
-91,007
677
$71.9M 0.02%
2,261,591
+1,600,320
678
$71.6M 0.02%
2,116,234
+35,125
679
$71.5M 0.02%
4,103,718
+668,715
680
$71.4M 0.02%
1,052,379
-46,718
681
$71.3M 0.02%
807,294
+84,366
682
$71.3M 0.02%
3,905,338
+2,866,998
683
$71.2M 0.02%
1,469,181
+224,558
684
$71.2M 0.02%
1,473,181
+286,135
685
$70.8M 0.02%
813,965
-65,525
686
$70.7M 0.02%
3,311,520
-524,360
687
$70.7M 0.02%
2,119,113
-221,583
688
$70.6M 0.02%
572,726
+25,986
689
$70.5M 0.02%
3,370,972
+1,518,691
690
$70.5M 0.02%
384,454
+86,695
691
$70.2M 0.02%
4,309,825
-187,734
692
$70M 0.02%
2,047,376
-469,996
693
$69.8M 0.02%
657,909
-21,960
694
$69.6M 0.02%
4,148,536
-903,370
695
$69.3M 0.02%
1,496,932
-836,509
696
$69.2M 0.02%
559,438
-60,249
697
$69.1M 0.02%
8,956,264
-6,679,243
698
$69.1M 0.02%
2,727,016
+1,601,289
699
$69.1M 0.02%
814,476
+305,650
700
$68.9M 0.02%
5,251,808
+815,472
26 27
28
29 30