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
1151
$29.3M 0.01%
1,310,295
-230,915
1152
$29.3M 0.01%
805,096
-34,816
1153
$29.2M 0.01%
6,316,196
+1,117,742
1154
$29.1M 0.01%
498,527
+80,067
1155
$29.1M 0.01%
88,916
+48,872
1156
$29M 0.01%
1,231,357
-245,227
1157
$29M 0.01%
3,504,556
+109,957
1158
$29M 0.01%
1,881,506
-693,785
1159
$28.9M 0.01%
1,187,679
+56,468
1160
$28.8M 0.01%
725,207
-119,942
1161
$28.8M 0.01%
784,239
-262,934
1162
$28.8M 0.01%
1,618,945
+111,249
1163
$28.8M 0.01%
617,174
+65,181
1164
$28.7M 0.01%
332,832
-1,565
1165
$28.7M 0.01%
1,081,676
+18,011
1166
$28.7M 0.01%
334,492
-45,035
1167
$28.7M 0.01%
391,220
+206,382
1168
$28.7M 0.01%
2,476,804
+150,484
1169
$28.4M 0.01%
668,673
-12,669
1170
$28.4M 0.01%
1,419,286
-587,776
1171
$28.4M 0.01%
226,254
+7,743
1172
$28.3M 0.01%
288,591
-8,697
1173
$28.1M 0.01%
3,539,391
+203,812
1174
$28.1M 0.01%
375,187
+25,086
1175
$28M 0.01%
2,139,875
-311,849
45 46
47
48 49