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
2101
$8.46M ﹤0.01%
87,568
-63,644
2102
$8.45M ﹤0.01%
402,535
-145,135
2103
$8.44M ﹤0.01%
881,859
+51,902
2104
$8.44M ﹤0.01%
445,530
-68,625
2105
$8.43M ﹤0.01%
173,932
-7,512
2106
$8.42M ﹤0.01%
274,604
-87,460
2107
$8.4M ﹤0.01%
129,200
+5,892
2108
$8.4M ﹤0.01%
68,938
-479,814
2109
$8.4M ﹤0.01%
361,069
-85,084
2110
$8.39M ﹤0.01%
447,612
+43,381
2111
$8.39M ﹤0.01%
386,816
+163,793
2112
$8.36M ﹤0.01%
242,480
+158,927
2113
$8.34M ﹤0.01%
126,331
-147,443
2114
$8.31M ﹤0.01%
529,771
+52,257
2115
$8.31M ﹤0.01%
223,143
-33,915
2116
$8.3M ﹤0.01%
203,278
+156,443
2117
$8.3M ﹤0.01%
84,492
-11,140
2118
$8.3M ﹤0.01%
1,057,474
-319,960
2119
$8.3M ﹤0.01%
416,298
+311,289
2120
$8.3M ﹤0.01%
127,668
+70,915
2121
$8.3M ﹤0.01%
215,985
-31,167
2122
$8.28M ﹤0.01%
157,347
-6,279
2123
$8.28M ﹤0.01%
232,334
-95,203
2124
$8.28M ﹤0.01%
305,985
-27,728
2125
$8.27M ﹤0.01%
202,588
-29,146
83 84
85
86 87