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
1451
$18.5M ﹤0.01%
1,003,655
+742,614
1452
$18.5M ﹤0.01%
454,534
+21,459
1453
$18.5M ﹤0.01%
1,434,662
+430,647
1454
$18.5M ﹤0.01%
901,212
+448,661
1455
$18.5M ﹤0.01%
809,857
-192,336
1456
$18.5M ﹤0.01%
589,372
-8,255
1457
$18.4M ﹤0.01%
589,397
+26,054
1458
$18.4M ﹤0.01%
1,452,255
+966,510
1459
$18.4M ﹤0.01%
16,000,000
1460
$18.4M ﹤0.01%
312,067
+231,350
1461
$18.4M ﹤0.01%
695,628
-17,584
1462
$18.4M ﹤0.01%
688,523
+347,864
1463
$18.4M ﹤0.01%
484,984
-13,156
1464
$18.4M ﹤0.01%
93,056
-28,125
1465
$18.3M ﹤0.01%
543,423
+480,340
1466
$18.3M ﹤0.01%
131,839
+41,469
1467
$18.3M ﹤0.01%
327,082
-3,270
1468
$18.3M ﹤0.01%
72,603
-165,688
1469
$18.3M ﹤0.01%
447,439
+1,636
1470
$18.3M ﹤0.01%
354,767
-39,340
1471
$18.2M ﹤0.01%
1,235,961
+510,854
1472
$18.2M ﹤0.01%
433,997
+191,342
1473
$18.2M ﹤0.01%
299,053
-55,173
1474
$18.2M ﹤0.01%
846,963
+297,481
1475
$18.2M ﹤0.01%
726,519
-176,807
57 58
59
60 61