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
1801
$11.8M ﹤0.01%
969,779
+52,945
1802
$11.8M ﹤0.01%
505,649
+113,845
1803
$11.8M ﹤0.01%
5,833
+5,817
1804
$11.8M ﹤0.01%
1,579,501
+1,525,156
1805
$11.8M ﹤0.01%
652,656
+114,792
1806
$11.8M ﹤0.01%
109,910
-43,081
1807
$11.8M ﹤0.01%
207,559
-1,220
1808
$11.8M ﹤0.01%
360,638
+225,996
1809
$11.8M ﹤0.01%
1,093,743
-172,878
1810
$11.8M ﹤0.01%
832,975
+72,926
1811
$11.8M ﹤0.01%
1,968,314
-520,799
1812
$11.8M ﹤0.01%
306,869
-26,336
1813
$11.7M ﹤0.01%
110,827
+23,911
1814
$11.7M ﹤0.01%
821,307
-61,708
1815
$11.7M ﹤0.01%
584,375
+130,203
1816
$11.7M ﹤0.01%
850,395
+618,921
1817
$11.7M ﹤0.01%
+671,418
1818
$11.7M ﹤0.01%
469,136
+157,433
1819
$11.7M ﹤0.01%
299,130
-27,259
1820
$11.7M ﹤0.01%
107,434
+26,213
1821
$11.7M ﹤0.01%
274,937
-9,371
1822
$11.7M ﹤0.01%
1,966,297
-622,024
1823
$11.6M ﹤0.01%
995,799
+19,085
1824
$11.6M ﹤0.01%
284,318
+161,146
1825
$11.6M ﹤0.01%
1,754,265
+73,832
71 72
73
74 75