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
1176
$28M 0.01%
277,478
-50,561
1177
$27.9M 0.01%
1,398,620
+158,420
1178
$27.8M 0.01%
1,441,597
-481,102
1179
$27.7M 0.01%
544,200
+96,998
1180
$27.6M 0.01%
583,652
+248,214
1181
$27.6M 0.01%
998,827
+387,077
1182
$27.6M 0.01%
4,510,700
+1,672,991
1183
$27.6M 0.01%
249,557
+120,297
1184
$27.5M 0.01%
2,081,869
+81,262
1185
$27.5M 0.01%
812,041
-166,162
1186
$27.4M 0.01%
396,267
-54,567
1187
$27.4M 0.01%
1,544,476
+412,085
1188
$27.3M 0.01%
479,699
-214,486
1189
$27.2M 0.01%
915,808
-102,893
1190
$27M 0.01%
1,201,147
-29,606
1191
$27M 0.01%
2,482,576
+75,506
1192
$27M 0.01%
220,349
+27,247
1193
$27M 0.01%
156,804
+40,175
1194
$26.9M 0.01%
90,943
+20,536
1195
$26.9M 0.01%
669,444
-178,191
1196
$26.9M 0.01%
2,890,117
+1,730,088
1197
$26.8M 0.01%
314,842
+93,818
1198
$26.8M 0.01%
533,875
+39,699
1199
$26.7M 0.01%
980,641
-585,340
1200
$26.6M 0.01%
817,135
-623,445
46 47
48
49 50