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
726
$64.4M 0.01%
175,016
-19,249
727
$64.4M 0.01%
3,399,533
+599,371
728
$64.3M 0.01%
3,516,182
-821,090
729
$64.1M 0.01%
1,500,523
-334,074
730
$64M 0.01%
918,999
+190,804
731
$63.9M 0.01%
2,480,261
-1,872,547
732
$63.8M 0.01%
2,484,701
+166,054
733
$63.8M 0.01%
2,991,200
-17,117
734
$63.7M 0.01%
2,421,104
+71,476
735
$63.6M 0.01%
1,001,066
+138,695
736
$63.5M 0.01%
1,024,141
-94,955
737
$63.2M 0.01%
411,870
+1,919
738
$63.2M 0.01%
1,656,862
+19,296
739
$62.7M 0.01%
1,729,683
+352,888
740
$62.5M 0.01%
1,081,113
+685,989
741
$62.5M 0.01%
1,562,825
-11,956
742
$62.5M 0.01%
1,293,811
+11,111
743
$62.2M 0.01%
1,320,980
-1,211,558
744
$62.2M 0.01%
1,787,151
-138,750
745
$62.2M 0.01%
479,679
-44,797
746
$62.1M 0.01%
2,707,472
+33,448
747
$61.9M 0.01%
2,845,146
+399,029
748
$61.5M 0.01%
796,094
-279,633
749
$61.5M 0.01%
8,915,495
-10,565,741
750
$61.5M 0.01%
874,007
-6,493
28 29
30
31 32