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
2451
$5.99M ﹤0.01%
311,059
+64,359
2452
$5.99M ﹤0.01%
614,605
-904,719
2453
$5.99M ﹤0.01%
2,796,984
-21,664
2454
$5.96M ﹤0.01%
244,677
-1,626
2455
$5.96M ﹤0.01%
186,474
-5,267
2456
$5.96M ﹤0.01%
311,820
+222,434
2457
$5.96M ﹤0.01%
207,329
-25,945
2458
$5.96M ﹤0.01%
81,466
+24,410
2459
$5.95M ﹤0.01%
891,327
-9,153
2460
$5.95M ﹤0.01%
688,295
+319,932
2461
$5.95M ﹤0.01%
641,816
+161,521
2462
$5.95M ﹤0.01%
213,697
+75,082
2463
$5.94M ﹤0.01%
45,374
+28,290
2464
$5.94M ﹤0.01%
355,453
-663,239
2465
$5.94M ﹤0.01%
384,083
-2,656,777
2466
$5.94M ﹤0.01%
291,305
+14,865
2467
$5.93M ﹤0.01%
76,040
+289
2468
$5.93M ﹤0.01%
221,407
-461,390
2469
$5.92M ﹤0.01%
88,169
+73,904
2470
$5.92M ﹤0.01%
144,893
+943
2471
$5.91M ﹤0.01%
104,380
+45,777
2472
$5.91M ﹤0.01%
609,629
-398,623
2473
$5.91M ﹤0.01%
84,720
+54,513
2474
$5.9M ﹤0.01%
368,306
-56,117
2475
$5.9M ﹤0.01%
48,302
-1,655
97 98
99
100 101