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
2376
$6.51M ﹤0.01%
283,078
+203,641
2377
$6.51M ﹤0.01%
438,427
-46,998
2378
$6.51M ﹤0.01%
1,088,380
+1,043,905
2379
$6.51M ﹤0.01%
978,565
+131,449
2380
$6.51M ﹤0.01%
433,702
-34,124
2381
$6.51M ﹤0.01%
92,343
+66,756
2382
$6.5M ﹤0.01%
6,409
-243
2383
$6.49M ﹤0.01%
300,851
+60,230
2384
$6.48M ﹤0.01%
321,277
-158,563
2385
$6.47M ﹤0.01%
410,738
+26,076
2386
$6.46M ﹤0.01%
75,309
+24,311
2387
$6.46M ﹤0.01%
549,141
+17,076
2388
$6.45M ﹤0.01%
454,127
-38,541
2389
$6.44M ﹤0.01%
207,389
-118,030
2390
$6.44M ﹤0.01%
626,688
+286,339
2391
$6.43M ﹤0.01%
77,115
+21,172
2392
$6.43M ﹤0.01%
51,626
-8,475
2393
$6.42M ﹤0.01%
117,286
+33,180
2394
$6.41M ﹤0.01%
587,820
+43,336
2395
$6.41M ﹤0.01%
106,590
-79,007
2396
$6.4M ﹤0.01%
43,552
-15,314
2397
$6.4M ﹤0.01%
178,781
-1,119
2398
$6.39M ﹤0.01%
66,684
+8,418
2399
$6.37M ﹤0.01%
216,610
+95,874
2400
$6.37M ﹤0.01%
153,000
-307,999
94 95
96
97 98