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
2426
$6.23M ﹤0.01%
292,589
-184,143
2427
$6.21M ﹤0.01%
138,407
+5,353
2428
$6.21M ﹤0.01%
418,981
+368,521
2429
$6.21M ﹤0.01%
54,268
-91,542
2430
$6.2M ﹤0.01%
262,635
+199,062
2431
$6.2M ﹤0.01%
362,302
+23,632
2432
$6.19M ﹤0.01%
195,282
+84,888
2433
$6.18M ﹤0.01%
111,141
+66,784
2434
$6.18M ﹤0.01%
247,769
-116,871
2435
$6.17M ﹤0.01%
137,492
-225,748
2436
$6.15M ﹤0.01%
143,080
-59,702
2437
$6.14M ﹤0.01%
592,402
+24,989
2438
$6.14M ﹤0.01%
341,097
-826,417
2439
$6.14M ﹤0.01%
433,503
+21,856
2440
$6.1M ﹤0.01%
3,353,537
+1,306,529
2441
$6.09M ﹤0.01%
2,245,418
-3,472,988
2442
$6.09M ﹤0.01%
140,961
-278,992
2443
$6.09M ﹤0.01%
174,074
-78,531
2444
$6.08M ﹤0.01%
597,038
+121,862
2445
$6.06M ﹤0.01%
512,250
+67,417
2446
$6.04M ﹤0.01%
36,626
-33,588
2447
$6.04M ﹤0.01%
98,279
-9,274
2448
$6.02M ﹤0.01%
243,652
+11,626
2449
$6.01M ﹤0.01%
641,078
+135,507
2450
$5.99M ﹤0.01%
837,054
+39,789
96 97
98
99 100