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
1251
$24.5M 0.01%
619,435
-74,046
1252
$24.4M 0.01%
1,694,727
+275,613
1253
$24.4M 0.01%
309,828
+26,520
1254
$24.2M 0.01%
878,757
+12,524
1255
$24.2M 0.01%
461,242
-171,045
1256
$24.2M 0.01%
728,573
+92,310
1257
$24.2M 0.01%
344,808
-183,552
1258
$24.2M 0.01%
230,198
-5,809
1259
$24.1M 0.01%
630,810
-806,044
1260
$24.1M 0.01%
276,636
-6,905
1261
$24.1M 0.01%
563,395
+194,858
1262
$24.1M 0.01%
864,686
-204,945
1263
$24M 0.01%
1,335,799
-253,970
1264
$24M 0.01%
306,731
+205,211
1265
$23.9M 0.01%
469,378
-398,548
1266
$23.8M 0.01%
320,703
-47,388
1267
$23.7M 0.01%
1,493,988
+159,628
1268
$23.7M 0.01%
2,670,728
+2,082,833
1269
$23.5M 0.01%
887,398
-359,120
1270
$23.5M 0.01%
140,398
+9,287
1271
$23.5M 0.01%
260,116
+31,616
1272
$23.4M 0.01%
619,962
-33,380
1273
$23.4M 0.01%
443,546
-43,036
1274
$23.4M 0.01%
615,826
+248,231
1275
$23.3M 0.01%
613,126
+321,656
49 50
51
52 53