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
1201
$26.6M 0.01%
528,993
-244,867
1202
$26.6M 0.01%
1,952,387
-2,412,059
1203
$26.6M 0.01%
239,680
+89,092
1204
$26.6M 0.01%
2,223,728
-1,442,599
1205
$26.5M 0.01%
653,106
+210,598
1206
$26.5M 0.01%
756,267
-85,996
1207
$26.4M 0.01%
1,230,802
+1,125,461
1208
$26.3M 0.01%
417,223
-339,133
1209
$26.3M 0.01%
498,485
+224,019
1210
$26.3M 0.01%
215,347
+3,673
1211
$26.2M 0.01%
548,292
-73,558
1212
$26.1M 0.01%
493,970
-185,310
1213
$26M 0.01%
1,005,882
-208,548
1214
$26M 0.01%
333,429
-46,440
1215
$26M 0.01%
918,329
+156,946
1216
$25.9M 0.01%
595,894
-288,088
1217
$25.8M 0.01%
334,420
+165,274
1218
$25.7M 0.01%
892,103
-108,345
1219
$25.7M 0.01%
2,137,036
-136,439
1220
$25.6M 0.01%
656,919
-174,047
1221
$25.6M 0.01%
1,460,243
+784,598
1222
$25.6M 0.01%
3,095,343
+145,132
1223
$25.6M 0.01%
619,895
-21,291
1224
$25.5M 0.01%
1,666,568
+393,797
1225
$25.5M 0.01%
1,757,356
+601,172
47 48
49
50 51