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
2226
$7.47M ﹤0.01%
188,841
+30,941
2227
$7.47M ﹤0.01%
102,995
+12,071
2228
$7.46M ﹤0.01%
280,613
+80,522
2229
$7.46M ﹤0.01%
95,840
+10,034
2230
$7.45M ﹤0.01%
241,074
-17,414
2231
$7.44M ﹤0.01%
1,215,613
-3,377,887
2232
$7.42M ﹤0.01%
268,584
-29,840
2233
$7.42M ﹤0.01%
1,189,122
+150,380
2234
$7.42M ﹤0.01%
241,637
-298,225
2235
$7.41M ﹤0.01%
77,420
+15,392
2236
$7.41M ﹤0.01%
1,515,807
+877,748
2237
$7.41M ﹤0.01%
389,709
+32,938
2238
$7.41M ﹤0.01%
227,713
+59,772
2239
$7.41M ﹤0.01%
22,896
+3,833
2240
$7.38M ﹤0.01%
304,778
+30,647
2241
$7.38M ﹤0.01%
166,455
+46,399
2242
$7.38M ﹤0.01%
94,303
+13,688
2243
$7.37M ﹤0.01%
338,327
-2,353
2244
$7.34M ﹤0.01%
73,251
+29,077
2245
$7.34M ﹤0.01%
778,455
+15,017
2246
$7.32M ﹤0.01%
406,193
-5,598
2247
$7.31M ﹤0.01%
160,216
+10,290
2248
$7.31M ﹤0.01%
304,888
+5,513
2249
$7.3M ﹤0.01%
295,558
+38,324
2250
$7.3M ﹤0.01%
439,282
+250,157
88 89
90
91 92