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
1926
$10.2M ﹤0.01%
54,236
-14,014
1927
$10.2M ﹤0.01%
399,772
+81,248
1928
$10.2M ﹤0.01%
229,536
+55,451
1929
$10.2M ﹤0.01%
+1,260,839
1930
$10.2M ﹤0.01%
277,092
+67,020
1931
$10.2M ﹤0.01%
309,612
+6,837
1932
$10.2M ﹤0.01%
250,059
-153,880
1933
$10.2M ﹤0.01%
294,620
+28,924
1934
$10.2M ﹤0.01%
123,377
-36,078
1935
$10.2M ﹤0.01%
2,109,890
-167,108
1936
$10.2M ﹤0.01%
286,300
+48,050
1937
$10.2M ﹤0.01%
1,066,495
+235,075
1938
$10.2M ﹤0.01%
348,013
+301,881
1939
$10.2M ﹤0.01%
247,286
+15,450
1940
$10.1M ﹤0.01%
3,222,115
-355,556
1941
$10.1M ﹤0.01%
193,976
+104,460
1942
$10.1M ﹤0.01%
1,015,863
-1,526,894
1943
$10.1M ﹤0.01%
539,634
+337,646
1944
$10.1M ﹤0.01%
212,064
+185,666
1945
$10.1M ﹤0.01%
299,791
+48,574
1946
$10M ﹤0.01%
206,779
+32,302
1947
$10M ﹤0.01%
125,946
+18,355
1948
$10M ﹤0.01%
87,953
-166,705
1949
$10M ﹤0.01%
141,733
+43,822
1950
$9.99M ﹤0.01%
964,127
-25,785
76 77
78
79 80