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
1376
$20.5M ﹤0.01%
1,169,208
-57,195
1377
$20.4M ﹤0.01%
4,626,355
-715,344
1378
$20.3M ﹤0.01%
525,541
-150,893
1379
$20.3M ﹤0.01%
372,822
+93,276
1380
$20.3M ﹤0.01%
510,551
-116,690
1381
$20.3M ﹤0.01%
2,379,831
+116,821
1382
$20.2M ﹤0.01%
203,649
-41,404
1383
$20.2M ﹤0.01%
772,309
+431,272
1384
$20.2M ﹤0.01%
1,879,158
-553,033
1385
$20.2M ﹤0.01%
83,642
-8,790
1386
$20.2M ﹤0.01%
420,950
+15,029
1387
$20.2M ﹤0.01%
556,848
-289,550
1388
$20.2M ﹤0.01%
3,692,223
+449,309
1389
$20.1M ﹤0.01%
989,073
+35,068
1390
$20.1M ﹤0.01%
2,742,315
+156,912
1391
$20.1M ﹤0.01%
825,378
+128,905
1392
$20.1M ﹤0.01%
2,132,085
-192,332
1393
$20M ﹤0.01%
2,761,218
+347,195
1394
$20M ﹤0.01%
182,731
-105,556
1395
$19.9M ﹤0.01%
3,551,850
-1,264,173
1396
$19.9M ﹤0.01%
1,017,572
+437,873
1397
$19.9M ﹤0.01%
676,560
+341,232
1398
$19.8M ﹤0.01%
414,260
-34,580
1399
$19.7M ﹤0.01%
195,922
-55,143
1400
$19.7M ﹤0.01%
2,082,184
+1,868,780
54 55
56
57 58