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
1601
$15.3M ﹤0.01%
1,440,830
-2,442,429
1602
$15.3M ﹤0.01%
483,356
+57,885
1603
$15.3M ﹤0.01%
1,599,682
-63,148
1604
$15.3M ﹤0.01%
1,330,830
+783,217
1605
$15.3M ﹤0.01%
1,351,902
-3,848,938
1606
$15.3M ﹤0.01%
285,766
-21,419
1607
$15.2M ﹤0.01%
1,184,940
+433,573
1608
$15.2M ﹤0.01%
2,884,339
+628,676
1609
$15.2M ﹤0.01%
1,488,849
+593,610
1610
$15.2M ﹤0.01%
1,549,469
+22,897
1611
$15.2M ﹤0.01%
170,043
+145,151
1612
$15.2M ﹤0.01%
1,033,495
-1,301,125
1613
$15.2M ﹤0.01%
1,103,199
+500,345
1614
$15.1M ﹤0.01%
973,266
+569,669
1615
$15.1M ﹤0.01%
1,060,461
-476,721
1616
$15.1M ﹤0.01%
980,009
-791,833
1617
$15.1M ﹤0.01%
199,729
-63,441
1618
$15M ﹤0.01%
687,664
+174,862
1619
$15M ﹤0.01%
474,082
+195,398
1620
$14.9M ﹤0.01%
2,058,559
+436,202
1621
$14.9M ﹤0.01%
747,186
+237,682
1622
$14.8M ﹤0.01%
907,705
-243,936
1623
$14.8M ﹤0.01%
700,898
+89,117
1624
$14.8M ﹤0.01%
3,253,386
-2,574,981
1625
$14.8M ﹤0.01%
212,993
-30,441
63 64
65
66 67