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
876
$45.7M 0.01%
832,454
+97,353
877
$45.7M 0.01%
2,158,347
-233,618
878
$45.6M 0.01%
1,585,073
-686,970
879
$45.5M 0.01%
3,184,561
+714,551
880
$45.4M 0.01%
1,093,969
+525,469
881
$45.4M 0.01%
726,102
+302,976
882
$45.2M 0.01%
5,546,945
-525,358
883
$45.2M 0.01%
1,673,647
+59,145
884
$44.9M 0.01%
8,739,417
-539,376
885
$44.9M 0.01%
2,922,098
-424,206
886
$44.9M 0.01%
1,341,077
+100,953
887
$44.8M 0.01%
323,657
+70,562
888
$44.8M 0.01%
7,964,956
-922,997
889
$44.7M 0.01%
1,695,118
+189,116
890
$44.5M 0.01%
1,336,592
+723,644
891
$44.4M 0.01%
1,006,998
+182,821
892
$44.3M 0.01%
2,700,522
+1,373,217
893
$44.3M 0.01%
288,917
+154,536
894
$44.1M 0.01%
601,060
+385,472
895
$44.1M 0.01%
580,259
+76,819
896
$44.1M 0.01%
380,577
+88,239
897
$44.1M 0.01%
3,705,282
-1,644,315
898
$44M 0.01%
50
899
$44M 0.01%
3,953,410
+691,482
900
$43.9M 0.01%
990,032
+139,263
34 35
36
37 38