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
2351
$6.64M ﹤0.01%
192,926
+83,826
2352
$6.64M ﹤0.01%
217,612
-370,036
2353
$6.64M ﹤0.01%
750,679
+59,031
2354
$6.63M ﹤0.01%
462,970
-300,629
2355
$6.63M ﹤0.01%
532,795
+260,294
2356
$6.62M ﹤0.01%
519,847
+76,926
2357
$6.62M ﹤0.01%
251,843
+87,076
2358
$6.62M ﹤0.01%
27,917
-17,564
2359
$6.61M ﹤0.01%
83,784
-34,994
2360
$6.61M ﹤0.01%
276,000
+56,543
2361
$6.61M ﹤0.01%
317,307
+169,067
2362
$6.61M ﹤0.01%
711,078
+37,118
2363
$6.59M ﹤0.01%
681,589
-975,109
2364
$6.59M ﹤0.01%
243,419
+636
2365
$6.58M ﹤0.01%
139,125
+32,805
2366
$6.58M ﹤0.01%
58,295
-98,424
2367
$6.57M ﹤0.01%
1,254,688
+543,715
2368
$6.57M ﹤0.01%
222,298
+51,571
2369
$6.57M ﹤0.01%
93,127
-9,588
2370
$6.57M ﹤0.01%
157,241
+122,687
2371
$6.57M ﹤0.01%
314,314
+167,775
2372
$6.57M ﹤0.01%
1,238,953
+7,528
2373
$6.56M ﹤0.01%
206,223
+7,298
2374
$6.53M ﹤0.01%
265,236
+23,310
2375
$6.53M ﹤0.01%
277,503
+67,181
93 94
95
96 97