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
2001
$9.52M ﹤0.01%
71,061
+47,551
2002
$9.51M ﹤0.01%
199,392
+144,675
2003
$9.5M ﹤0.01%
54,516
-67,510
2004
$9.48M ﹤0.01%
226,019
+36,656
2005
$9.45M ﹤0.01%
1,227,926
+7,640
2006
$9.45M ﹤0.01%
111,840
+7,174
2007
$9.45M ﹤0.01%
1,449,721
-593,388
2008
$9.45M ﹤0.01%
1,481,588
+980,418
2009
$9.45M ﹤0.01%
318,095
+156,244
2010
$9.45M ﹤0.01%
137,928
+41,241
2011
$9.45M ﹤0.01%
1,312,107
+664,529
2012
$9.44M ﹤0.01%
288,633
-15,893
2013
$9.44M ﹤0.01%
3,868,226
-5,052,738
2014
$9.39M ﹤0.01%
142,224
-286,452
2015
$9.38M ﹤0.01%
361,455
-36,714
2016
$9.37M ﹤0.01%
799,437
+574,357
2017
$9.36M ﹤0.01%
336,533
+186,830
2018
$9.32M ﹤0.01%
128,037
-97,574
2019
$9.32M ﹤0.01%
1,519,729
-455,219
2020
$9.29M ﹤0.01%
380,929
-40,889
2021
$9.29M ﹤0.01%
219,946
+44,564
2022
$9.29M ﹤0.01%
1,187,835
+624,666
2023
$9.29M ﹤0.01%
150,733
+12,376
2024
$9.28M ﹤0.01%
87,128
+66,421
2025
$9.28M ﹤0.01%
728,494
+13,855
79 80
81
82 83