Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
Financial Select Sector SPDR Fund
XLF
+$791M

Sector Composition

1 Technology 19.33%
2 Healthcare 10.4%
3 Consumer Discretionary 8.11%
4 Communication Services 7.81%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7B 2.82%
92,330,460
+127,820
2
$12B 2.66%
59,003,087
-2,809,728
3
$11.9B 2.63%
130,050,768
-9,277,968
4
$11.1B 2.45%
35,901,493
-17,311,143
5
$6.17B 1.37%
31,960,089
+400,588
6
$5.23B 1.16%
55,112,430
+2,631,810
7
$4.52B 1%
19,921,090
+2,259,568
8
$4.49B 0.99%
17,385,299
+972,149
9
$4.15B 0.92%
14,028,357
-54,669
10
$4.1B 0.91%
18,986,423
+629,777
11
$3.84B 0.85%
15,153,907
+2,966,135
12
$3.69B 0.82%
35,194,900
+19,954,087
13
$3.67B 0.81%
19,121,834
-1,436,658
14
$3.57B 0.79%
50,290,620
-1,171,860
15
$3.54B 0.78%
37,658,262
-154,622
16
$3.54B 0.78%
29,581,252
+8,698,141
17
$3.3B 0.73%
14,071,575
+47,767
18
$3.24B 0.72%
45,865,400
-4,450,040
19
$3.21B 0.71%
56,084,196
-7,267,034
20
$3.19B 0.71%
45,594,072
+3,228,609
21
$3.09B 0.68%
12,471,508
-3,422,071
22
$3.06B 0.68%
27,162,399
-829,657
23
$3.03B 0.67%
21,538,789
+737,356
24
$2.93B 0.65%
20,485,547
+2,634,084
25
$2.83B 0.63%
25,418,414
-2,052,702
1
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