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
201
$413M 0.09%
2,186,916
-868,590
202
$410M 0.09%
6,384,125
+899,098
203
$410M 0.09%
17,664,812
+7,023,080
204
$405M 0.09%
7,405,140
+1,651,669
205
$404M 0.09%
3,162,080
+155,323
206
$402M 0.09%
7,185,772
-50,092
207
$400M 0.09%
3,053,324
-392,747
208
$398M 0.09%
10,036,868
+2,182,876
209
$397M 0.09%
4,143,847
+21,261
210
$397M 0.09%
6,794,562
+1,718,382
211
$395M 0.09%
2,392,070
-90,779
212
$395M 0.09%
1,198,217
-8,719
213
$389M 0.09%
3,565,983
+804,728
214
$388M 0.09%
393,963
-22,850
215
$386M 0.09%
7,453,384
+924,622
216
$384M 0.09%
6,762,905
-1,539,565
217
$384M 0.08%
4,507,316
+1,624,210
218
$383M 0.08%
2,853,487
-153,280
219
$381M 0.08%
2,698,366
+458,120
220
$379M 0.08%
9,027,060
+1,258,978
221
$377M 0.08%
1,207,403
-78,647
222
$374M 0.08%
3,754,261
+1,082,935
223
$370M 0.08%
18,575,703
-6,840,761
224
$370M 0.08%
2,586,760
-16,762
225
$369M 0.08%
2,348,184
+300,417
7 8
9
10 11