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
1626
$14.8M ﹤0.01%
394,774
-515,985
1627
$14.8M ﹤0.01%
535,057
-232,187
1628
$14.7M ﹤0.01%
619,826
-522,283
1629
$14.6M ﹤0.01%
483,840
+138,420
1630
$14.6M ﹤0.01%
941,270
+144,871
1631
$14.6M ﹤0.01%
223,931
+124,651
1632
$14.5M ﹤0.01%
2,843,888
+1,007,526
1633
$14.5M ﹤0.01%
418,316
+46,745
1634
$14.5M ﹤0.01%
1,242,714
+1,126,639
1635
$14.5M ﹤0.01%
487,212
+4,772
1636
$14.4M ﹤0.01%
1,357,278
+213,887
1637
$14.4M ﹤0.01%
1,164,814
+233,066
1638
$14.4M ﹤0.01%
1,354,550
+49,458
1639
$14.4M ﹤0.01%
297,267
-166,763
1640
$14.4M ﹤0.01%
730,934
-107,361
1641
$14.4M ﹤0.01%
310,107
-18,405
1642
$14.4M ﹤0.01%
967,472
+619,690
1643
$14.4M ﹤0.01%
784,105
-89,955
1644
$14.4M ﹤0.01%
1,743,881
+31,332
1645
$14.3M ﹤0.01%
1,450,940
+486,212
1646
$14.3M ﹤0.01%
926,123
-74,130
1647
$14.3M ﹤0.01%
1,177,747
-153,952
1648
$14.3M ﹤0.01%
445,709
-47,376
1649
$14.3M ﹤0.01%
201,086
+27,406
1650
$14.3M ﹤0.01%
664,590
+19,029
64 65
66
67 68