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
1076
$33M 0.01%
9,532,052
+1,304,583
1077
$32.8M 0.01%
1,301,274
-216,628
1078
$32.8M 0.01%
1,379,492
+63,421
1079
$32.8M 0.01%
771,692
+311,698
1080
$32.7M 0.01%
1,164,413
+230,684
1081
$32.7M 0.01%
2,253,903
-1,679,913
1082
$32.6M 0.01%
336,401
-168,432
1083
$32.5M 0.01%
409,916
+50,837
1084
$32.5M 0.01%
296,791
+138,097
1085
$32.4M 0.01%
423,250
-29,458
1086
$32.4M 0.01%
2,624,989
-234,039
1087
$32.3M 0.01%
4,993,978
+3,842,095
1088
$32.2M 0.01%
257,184
-64,953
1089
$32.2M 0.01%
1,063,692
-589,087
1090
$32.2M 0.01%
455,564
-87,502
1091
$32M 0.01%
618,305
+56,343
1092
$32M 0.01%
1,393,336
+82,832
1093
$32M 0.01%
1,717,230
+631,907
1094
$31.9M 0.01%
561,947
-198,714
1095
$31.9M 0.01%
1,436,232
+72,039
1096
$31.8M 0.01%
79,414
+7,456
1097
$31.8M 0.01%
9,040,712
+3,832,706
1098
$31.8M 0.01%
3,049,438
-691,423
1099
$31.7M 0.01%
2,500,320
+182,672
1100
$31.7M 0.01%
774,011
+41,044
42 43
44
45 46