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
1226
$25.4M 0.01%
287,364
+16,039
1227
$25.4M 0.01%
766,332
+16,181
1228
$25.4M 0.01%
1,778,417
+1,329,554
1229
$25.3M 0.01%
2,711,451
+247,621
1230
$25.3M 0.01%
696,009
+269,429
1231
$25.3M 0.01%
1,310,485
-720,864
1232
$25.2M 0.01%
121,996
+34,534
1233
$25.1M 0.01%
1,188,023
+143,535
1234
$25.1M 0.01%
2,346,303
+173,672
1235
$25M 0.01%
2,207,163
+1,981,389
1236
$25M 0.01%
2,235,479
+2,091,567
1237
$25M 0.01%
2,051,852
-107,702
1238
$24.9M 0.01%
704,596
-32,729
1239
$24.9M 0.01%
2,180,039
+59,919
1240
$24.9M 0.01%
243,204
-60,532
1241
$24.8M 0.01%
195,216
+4,189
1242
$24.8M 0.01%
110,070
+85,882
1243
$24.7M 0.01%
994,984
+45,390
1244
$24.6M 0.01%
1,707,876
-262,902
1245
$24.6M 0.01%
384,373
-108,040
1246
$24.6M 0.01%
304,030
+5,288
1247
$24.6M 0.01%
3,202,286
-1,740,537
1248
$24.5M 0.01%
789,947
+263,732
1249
$24.5M 0.01%
631,826
-546,836
1250
$24.5M 0.01%
1,390,688
+202,443
48 49
50
51 52