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
1101
$31.7M 0.01%
2,549,788
-115,189
1102
$31.6M 0.01%
1,915,196
-149,607
1103
$31.6M 0.01%
341,388
-52,199
1104
$31.6M 0.01%
2,067,122
-57,394
1105
$31.5M 0.01%
941,708
-16,902
1106
$31.5M 0.01%
27,890
-14,736
1107
$31.3M 0.01%
1,358,467
-77,052
1108
$31.2M 0.01%
229,988
+56,772
1109
$31.1M 0.01%
1,234,645
+211,521
1110
$31.1M 0.01%
1,553,556
+537,404
1111
$31M 0.01%
1,562,703
-35,781
1112
$30.9M 0.01%
2,390,915
-80,557
1113
$30.9M 0.01%
1,118,620
+305,910
1114
$30.8M 0.01%
1,160,541
+26,768
1115
$30.8M 0.01%
833,370
-127,067
1116
$30.8M 0.01%
1,007,559
+224,009
1117
$30.8M 0.01%
2,497,475
-1,003,385
1118
$30.7M 0.01%
1,242,952
-142,669
1119
$30.7M 0.01%
4,198,238
+282,310
1120
$30.7M 0.01%
484,722
+93,915
1121
$30.6M 0.01%
4,242,319
-2,308,956
1122
$30.4M 0.01%
648,078
-156,522
1123
$30.4M 0.01%
963,007
-180,247
1124
$30.2M 0.01%
1,093,382
-1,346,463
1125
$30.2M 0.01%
342,736
+90,276
43 44
45
46 47