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
$1.29T
AUM Growth
+$46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,141
New
Increased
Reduced
Closed

Top Buys

1
+$1.91B
2
+$1.42B
3
+$1.33B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.08B

Top Sells

1
+$3.18B
2
+$1.28B
3
+$1.1B
4
DHR icon
Danaher
DHR
+$820M
5
RTX icon
RTX Corp
RTX
+$737M

Sector Composition

1 Technology 22.98%
2 Financials 10.3%
3 Healthcare 9.35%
4 Consumer Discretionary 8.7%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$22.8M ﹤0.01%
619,409
-30,232
2502
$22.8M ﹤0.01%
2,094,535
+96,266
2503
$22.8M ﹤0.01%
424,969
-22,172
2504
$22.8M ﹤0.01%
5,528,766
-1,834,526
2505
$22.8M ﹤0.01%
166,969
+14,917
2506
$22.8M ﹤0.01%
1,641,361
-171,847
2507
$22.7M ﹤0.01%
260,535
-10,542
2508
$22.7M ﹤0.01%
1,901,924
+978,255
2509
$22.7M ﹤0.01%
1,294,431
+126,759
2510
$22.7M ﹤0.01%
859,597
-72,897
2511
$22.7M ﹤0.01%
455,331
+71,000
2512
$22.7M ﹤0.01%
601,947
+9,938
2513
$22.7M ﹤0.01%
228,369
+204,710
2514
$22.6M ﹤0.01%
2,822,863
+131,842
2515
$22.6M ﹤0.01%
626,804
-92,048
2516
$22.6M ﹤0.01%
996,006
+112,087
2517
$22.6M ﹤0.01%
256,270
-25,205
2518
$22.6M ﹤0.01%
3,045,856
+637,146
2519
$22.6M ﹤0.01%
585,865
-51,839
2520
$22.5M ﹤0.01%
824,744
-30,141
2521
$22.5M ﹤0.01%
738,838
-62,359
2522
$22.4M ﹤0.01%
349,295
-21,428
2523
$22.4M ﹤0.01%
1,294,394
+586,474
2524
$22.4M ﹤0.01%
396,400
+58,307
2525
$22.4M ﹤0.01%
934,247
+3,595
99 100
101
102 103