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
2251
$7.29M ﹤0.01%
223,387
-118,757
2252
$7.29M ﹤0.01%
651,662
-71,452
2253
$7.29M ﹤0.01%
220,376
-18,085
2254
$7.29M ﹤0.01%
1,329,563
+930,632
2255
$7.28M ﹤0.01%
892,705
+174,748
2256
$7.28M ﹤0.01%
231,100
-6,969
2257
$7.28M ﹤0.01%
14,875
-5,563
2258
$7.27M ﹤0.01%
128,360
+11,583
2259
$7.27M ﹤0.01%
313,001
+35,008
2260
$7.26M ﹤0.01%
742,202
-52,849
2261
$7.26M ﹤0.01%
122,706
-37,576
2262
$7.26M ﹤0.01%
42,451
+4,050
2263
$7.25M ﹤0.01%
339,220
-940,552
2264
$7.25M ﹤0.01%
328,269
+4,829
2265
$7.24M ﹤0.01%
567,783
-32,301
2266
$7.24M ﹤0.01%
277,716
-14,786
2267
$7.19M ﹤0.01%
1,293,377
-210,749
2268
$7.18M ﹤0.01%
393,149
+17,266
2269
$7.18M ﹤0.01%
244,930
-641,941
2270
$7.18M ﹤0.01%
290,460
+25,456
2271
$7.18M ﹤0.01%
81,523
-4,202
2272
$7.17M ﹤0.01%
4,099,172
+3,439,022
2273
$7.17M ﹤0.01%
168,275
+82,968
2274
$7.17M ﹤0.01%
879,442
-37,740
2275
$7.14M ﹤0.01%
232,409
-21,061
89 90
91
92 93