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
1976
$9.72M ﹤0.01%
62,590
+2,364
1977
$9.71M ﹤0.01%
627,064
-853,344
1978
$9.71M ﹤0.01%
482,843
-9,360
1979
$9.7M ﹤0.01%
855,462
-275,784
1980
$9.7M ﹤0.01%
732,888
+71,863
1981
$9.68M ﹤0.01%
522,881
+166,131
1982
$9.68M ﹤0.01%
440,045
+53,568
1983
$9.68M ﹤0.01%
733,272
-277,539
1984
$9.68M ﹤0.01%
228,142
+20,022
1985
$9.68M ﹤0.01%
194,034
-17,425
1986
$9.66M ﹤0.01%
660,059
-146,403
1987
$9.63M ﹤0.01%
487,852
+74,201
1988
$9.63M ﹤0.01%
1,081,600
+173,085
1989
$9.62M ﹤0.01%
44,365
+2,406
1990
$9.62M ﹤0.01%
2,763,113
+392,534
1991
$9.61M ﹤0.01%
167,859
+34,201
1992
$9.59M ﹤0.01%
960,327
+25,053
1993
$9.58M ﹤0.01%
450,998
-117,283
1994
$9.57M ﹤0.01%
297,553
+146,641
1995
$9.56M ﹤0.01%
228,585
+15,819
1996
$9.56M ﹤0.01%
423,722
+472
1997
$9.53M ﹤0.01%
415,953
+73,011
1998
$9.53M ﹤0.01%
160,181
+16,379
1999
$9.53M ﹤0.01%
1,286,258
+238,048
2000
$9.53M ﹤0.01%
198,570
+27,210
78 79
80
81 82