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
1726
$13.1M ﹤0.01%
434,015
-1,820
1727
$13M ﹤0.01%
508,191
-33,099
1728
$13M ﹤0.01%
878,862
+67,730
1729
$13M ﹤0.01%
2,820,035
+107,406
1730
$13M ﹤0.01%
454,672
+45,965
1731
$13M ﹤0.01%
247,452
+137,968
1732
$13M ﹤0.01%
73,028
-2,054
1733
$13M ﹤0.01%
276,696
+42,413
1734
$13M ﹤0.01%
1,514,332
-241,507
1735
$13M ﹤0.01%
439,861
-54,809
1736
$12.9M ﹤0.01%
175,380
-16,291
1737
$12.9M ﹤0.01%
86,206
+33,863
1738
$12.9M ﹤0.01%
499,965
-206,090
1739
$12.9M ﹤0.01%
577,594
+188,057
1740
$12.9M ﹤0.01%
1,883,356
-1,346,760
1741
$12.9M ﹤0.01%
183,539
+31,235
1742
$12.8M ﹤0.01%
161,695
+1,812
1743
$12.8M ﹤0.01%
23,910
+7,265
1744
$12.8M ﹤0.01%
10,220
+5,192
1745
$12.8M ﹤0.01%
2,010,601
+1,746,474
1746
$12.8M ﹤0.01%
1,810,188
-189,419
1747
$12.8M ﹤0.01%
393,384
+55,665
1748
$12.8M ﹤0.01%
187,466
+39,332
1749
$12.7M ﹤0.01%
353,735
+22,677
1750
$12.7M ﹤0.01%
380,773
+180,904
68 69
70
71 72