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
1776
$12.3M ﹤0.01%
1,006,170
-82,806
1777
$12.3M ﹤0.01%
255,234
+144,877
1778
$12.3M ﹤0.01%
227,750
+77,079
1779
$12.3M ﹤0.01%
2,213,295
+654,042
1780
$12.2M ﹤0.01%
1,087,267
+674,683
1781
$12.2M ﹤0.01%
185,460
+30,006
1782
$12.2M ﹤0.01%
263,718
+253,149
1783
$12.2M ﹤0.01%
2,295,315
+1,939
1784
$12.2M ﹤0.01%
450,922
+29,454
1785
$12.1M ﹤0.01%
394,741
+197,397
1786
$12.1M ﹤0.01%
465,921
+71,449
1787
$12.1M ﹤0.01%
702,321
+341,902
1788
$12M ﹤0.01%
420,793
+190,609
1789
$12M ﹤0.01%
1,252,380
-153,700
1790
$12M ﹤0.01%
192,270
+94,591
1791
$12M ﹤0.01%
+560,326
1792
$12M ﹤0.01%
1,148,600
+462,965
1793
$11.9M ﹤0.01%
473,597
+134,635
1794
$11.9M ﹤0.01%
315,516
+314,133
1795
$11.9M ﹤0.01%
573,494
+266,145
1796
$11.9M ﹤0.01%
1,563,436
-33,200
1797
$11.9M ﹤0.01%
224,961
+180,382
1798
$11.9M ﹤0.01%
258,720
+128,867
1799
$11.9M ﹤0.01%
724,097
+47,899
1800
$11.8M ﹤0.01%
963,426
-9,642
70 71
72
73 74