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
2201
$7.68M ﹤0.01%
160,607
-4,035
2202
$7.67M ﹤0.01%
94,708
-53,610
2203
$7.67M ﹤0.01%
42,841
-10,387
2204
$7.67M ﹤0.01%
430,097
-13,086
2205
$7.62M ﹤0.01%
197,184
+65,229
2206
$7.62M ﹤0.01%
582,132
+34,173
2207
$7.62M ﹤0.01%
4,256,674
+425,805
2208
$7.62M ﹤0.01%
219,839
+16,947
2209
$7.62M ﹤0.01%
483,592
-588,833
2210
$7.61M ﹤0.01%
819,422
+495,621
2211
$7.61M ﹤0.01%
188,478
+18,903
2212
$7.6M ﹤0.01%
73,041
-61,892
2213
$7.59M ﹤0.01%
960,193
-608,164
2214
$7.58M ﹤0.01%
103,730
-17,120
2215
$7.57M ﹤0.01%
148,201
+33,668
2216
$7.56M ﹤0.01%
+557,060
2217
$7.55M ﹤0.01%
723,087
+167,487
2218
$7.55M ﹤0.01%
461,370
-151,279
2219
$7.55M ﹤0.01%
375,254
+70,851
2220
$7.51M ﹤0.01%
483,375
+112,610
2221
$7.51M ﹤0.01%
143,623
-285,607
2222
$7.5M ﹤0.01%
268,812
+81,438
2223
$7.49M ﹤0.01%
417,232
+21,558
2224
$7.49M ﹤0.01%
688,629
-200,272
2225
$7.47M ﹤0.01%
130,155
+17,642
87 88
89
90 91