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
751
$61.4M 0.01%
1,012,889
+159,669
752
$61.2M 0.01%
2,131,454
+1,275,703
753
$61M 0.01%
1,405,844
-72,704
754
$60.7M 0.01%
2,043,981
-1,039,791
755
$60.4M 0.01%
1,845,796
+214,640
756
$60.2M 0.01%
1,984,268
-1,703,016
757
$60.1M 0.01%
1,718,971
-135,120
758
$59.8M 0.01%
1,086,634
+17,120
759
$59.7M 0.01%
1,480,708
+279,537
760
$59.7M 0.01%
2,276,965
+182,664
761
$59.5M 0.01%
788,762
-26,928
762
$59M 0.01%
2,835,722
+112,279
763
$58.8M 0.01%
7,000,893
+1,082,739
764
$58.8M 0.01%
523,932
-106,745
765
$58.7M 0.01%
1,417,746
-304,885
766
$58.5M 0.01%
2,650,776
+354,254
767
$58.4M 0.01%
1,088,443
+268,042
768
$58.4M 0.01%
1,644,601
+1,095,593
769
$58.4M 0.01%
1,158,078
-256,008
770
$58.3M 0.01%
2,421,223
+383,458
771
$58.2M 0.01%
2,578,640
-1,654,687
772
$58.1M 0.01%
1,843,550
+198,654
773
$58.1M 0.01%
628,680
+227,112
774
$58M 0.01%
1,061,631
-137,956
775
$57.7M 0.01%
296,606
+61,348
29 30
31
32 33