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
1326
$21.8M ﹤0.01%
12,278
-7,083
1327
$21.8M ﹤0.01%
1,139,596
+369,317
1328
$21.8M ﹤0.01%
308,404
+10,489
1329
$21.8M ﹤0.01%
561,926
-205,562
1330
$21.7M ﹤0.01%
254,045
-43,186
1331
$21.7M ﹤0.01%
221,477
-406,525
1332
$21.7M ﹤0.01%
279,089
+27,391
1333
$21.7M ﹤0.01%
598,618
+210,087
1334
$21.6M ﹤0.01%
408,658
-300,379
1335
$21.6M ﹤0.01%
1,028,132
+5,802
1336
$21.6M ﹤0.01%
1,222,515
+706,670
1337
$21.5M ﹤0.01%
1,737,360
+529,518
1338
$21.4M ﹤0.01%
142,938
-8,575
1339
$21.3M ﹤0.01%
798,496
+24,572
1340
$21.3M ﹤0.01%
3,275,883
+100,284
1341
$21.3M ﹤0.01%
383,086
+33,728
1342
$21.3M ﹤0.01%
778,468
-620,548
1343
$21.3M ﹤0.01%
984,157
+483,556
1344
$21.2M ﹤0.01%
958,868
-707,420
1345
$21.2M ﹤0.01%
747,810
+317,739
1346
$21.2M ﹤0.01%
746,163
+51,615
1347
$21.2M ﹤0.01%
382,772
-105,548
1348
$21.2M ﹤0.01%
1,720,757
+40,872
1349
$21.2M ﹤0.01%
151,635
+61,927
1350
$21.1M ﹤0.01%
374,754
+48,865
52 53
54
55 56