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
1551
$16.3M ﹤0.01%
626,474
-678,982
1552
$16.3M ﹤0.01%
2,262,317
-1,357,584
1553
$16.3M ﹤0.01%
537,368
-176,563
1554
$16.3M ﹤0.01%
3,649,989
+3,269,784
1555
$16.3M ﹤0.01%
367,383
-78,015
1556
$16.2M ﹤0.01%
433,923
+202,243
1557
$16.2M ﹤0.01%
2,030,900
-472,435
1558
$16.2M ﹤0.01%
116,677
-6,209
1559
$16.1M ﹤0.01%
389,216
+242,406
1560
$16.1M ﹤0.01%
465,846
-79,049
1561
$16.1M ﹤0.01%
716,080
+139,592
1562
$16.1M ﹤0.01%
608,094
+44,863
1563
$16.1M ﹤0.01%
298,327
+59,895
1564
$16.1M ﹤0.01%
468,109
+69,336
1565
$16M ﹤0.01%
833,358
-23,454
1566
$16M ﹤0.01%
1,702,773
-391,433
1567
$16M ﹤0.01%
889,505
-347,848
1568
$16M ﹤0.01%
439,457
+172,939
1569
$16M ﹤0.01%
529,471
-69,955
1570
$16M ﹤0.01%
375,967
+84,837
1571
$16M ﹤0.01%
194,139
-161,190
1572
$15.9M ﹤0.01%
1,273,211
+420,744
1573
$15.9M ﹤0.01%
904,886
-6,198
1574
$15.9M ﹤0.01%
859,846
+50,074
1575
$15.9M ﹤0.01%
401,054
+85,054
61 62
63
64 65