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
851
$48.1M 0.01%
2,776,205
+632,124
852
$48.1M 0.01%
1,121,556
+245,257
853
$48M 0.01%
1,793,226
-66,458
854
$48M 0.01%
2,177,945
+154,145
855
$47.9M 0.01%
1,368,901
+81,387
856
$47.8M 0.01%
2,102,400
-67,666
857
$47.8M 0.01%
1,025,991
+46,767
858
$47.7M 0.01%
745,115
-66,312
859
$47.6M 0.01%
+3,477,199
860
$47.6M 0.01%
2,466,578
-78,617
861
$47.5M 0.01%
746,885
+63,084
862
$47.5M 0.01%
397,283
+184,015
863
$47.4M 0.01%
2,078,369
-628,587
864
$47.2M 0.01%
4,631,233
+226,582
865
$47.2M 0.01%
712,837
+183,572
866
$47.1M 0.01%
1,444,355
+813,867
867
$46.8M 0.01%
972,861
-115,974
868
$46.7M 0.01%
478,869
-100,343
869
$46.5M 0.01%
2,144,605
+29,070
870
$46.3M 0.01%
459,940
+6,911
871
$46.2M 0.01%
968,036
+163,571
872
$46.2M 0.01%
4,394,863
+2,207,061
873
$46.2M 0.01%
1,333,789
-732,950
874
$46M 0.01%
3,780,156
-142,345
875
$45.9M 0.01%
774,482
-272,090
33 34
35
36 37