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
2076
$8.71M ﹤0.01%
213,962
-82,486
2077
$8.71M ﹤0.01%
707,396
-593,529
2078
$8.69M ﹤0.01%
158,001
+1,277
2079
$8.69M ﹤0.01%
358,929
-283,034
2080
$8.67M ﹤0.01%
153,449
+12,419
2081
$8.65M ﹤0.01%
255,630
+120,143
2082
$8.64M ﹤0.01%
203,642
+203,514
2083
$8.64M ﹤0.01%
3,271
-111
2084
$8.64M ﹤0.01%
306,301
+34,452
2085
$8.62M ﹤0.01%
618,882
+107,576
2086
$8.61M ﹤0.01%
474,790
-133,974
2087
$8.61M ﹤0.01%
640,146
-2,723
2088
$8.6M ﹤0.01%
789,921
+104,500
2089
$8.6M ﹤0.01%
66,125
-2,677
2090
$8.59M ﹤0.01%
194,945
-78,740
2091
$8.59M ﹤0.01%
958,684
+359,324
2092
$8.58M ﹤0.01%
203,336
-3,121
2093
$8.57M ﹤0.01%
336,569
-163,863
2094
$8.57M ﹤0.01%
1,016,219
+237,718
2095
$8.56M ﹤0.01%
334,653
+6,856
2096
$8.54M ﹤0.01%
249,770
+82,342
2097
$8.52M ﹤0.01%
626,317
-28,472
2098
$8.5M ﹤0.01%
605,507
+552,928
2099
$8.48M ﹤0.01%
190,924
+23,614
2100
$8.48M ﹤0.01%
1,819,156
-140,581
82 83
84
85 86