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
1576
$15.9M ﹤0.01%
482,869
-3,547
1577
$15.9M ﹤0.01%
35,179
-6,954
1578
$15.9M ﹤0.01%
94,120
+27,066
1579
$15.8M ﹤0.01%
712,190
-307,081
1580
$15.8M ﹤0.01%
360,185
+16,462
1581
$15.8M ﹤0.01%
386,950
+20,811
1582
$15.8M ﹤0.01%
1,629,285
+1,359,743
1583
$15.8M ﹤0.01%
583,525
+201,526
1584
$15.7M ﹤0.01%
235,432
-13,775
1585
$15.7M ﹤0.01%
2,284,795
+1,088,247
1586
$15.7M ﹤0.01%
11,621,890
-334,242
1587
$15.6M ﹤0.01%
647,675
-149,435
1588
$15.5M ﹤0.01%
1,917,471
+166,213
1589
$15.5M ﹤0.01%
566,502
-1,013,847
1590
$15.5M ﹤0.01%
1,033,532
+163,801
1591
$15.5M ﹤0.01%
1,085,042
+360,406
1592
$15.5M ﹤0.01%
578,894
-171,919
1593
$15.5M ﹤0.01%
333,236
-66,995
1594
$15.5M ﹤0.01%
750,463
+51,802
1595
$15.4M ﹤0.01%
524,080
-575,457
1596
$15.4M ﹤0.01%
307,186
-200,295
1597
$15.4M ﹤0.01%
335,012
-81,448
1598
$15.4M ﹤0.01%
81,148
-54,903
1599
$15.4M ﹤0.01%
1,838,713
+108,359
1600
$15.3M ﹤0.01%
850,389
+174,293
62 63
64
65 66