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
1126
$30.1M 0.01%
304,540
+212,496
1127
$30.1M 0.01%
1,110,892
-361,288
1128
$30.1M 0.01%
3,772,390
-19,569
1129
$30.1M 0.01%
259,418
-659,529
1130
$30M 0.01%
1,417,374
+715,187
1131
$30M 0.01%
781,265
-13,002
1132
$30M 0.01%
3,078,583
-850,584
1133
$29.9M 0.01%
324,461
+230,469
1134
$29.8M 0.01%
2,967,104
-8,722,783
1135
$29.7M 0.01%
95,474
+41,226
1136
$29.6M 0.01%
165,722
-247,807
1137
$29.6M 0.01%
2,932,743
+108,529
1138
$29.5M 0.01%
894,991
-630,760
1139
$29.5M 0.01%
440,327
+18,629
1140
$29.5M 0.01%
379,201
-10,546
1141
$29.4M 0.01%
254,904
+199,220
1142
$29.4M 0.01%
131,080
-83,056
1143
$29.4M 0.01%
746,384
-1,110,125
1144
$29.4M 0.01%
1,464,391
-78,423
1145
$29.4M 0.01%
1,250,001
+1,096,157
1146
$29.3M 0.01%
1,560,867
-424,414
1147
$29.3M 0.01%
990,890
+227,068
1148
$29.3M 0.01%
2,061,518
+1,853,377
1149
$29.3M 0.01%
1,136,177
-1,434,327
1150
$29.3M 0.01%
1,527,082
+17,871
44 45
46
47 48