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
2526
$22.4M ﹤0.01%
320,316
+26,452
2527
$22.4M ﹤0.01%
1,394,664
+737,455
2528
$22.4M ﹤0.01%
803,722
+3,722
2529
$22.4M ﹤0.01%
76,186
-10,208
2530
$22.4M ﹤0.01%
2,081,522
-138
2531
$22.4M ﹤0.01%
164,729
-11,974
2532
$22.3M ﹤0.01%
453,490
+217,201
2533
$22.3M ﹤0.01%
565,654
-2,054
2534
$22.3M ﹤0.01%
996,715
-1,608,542
2535
$22.3M ﹤0.01%
4,202,437
-1,105,399
2536
$22.3M ﹤0.01%
1,438,428
+140,822
2537
$22.3M ﹤0.01%
3,710,117
-680,771
2538
$22.3M ﹤0.01%
5,895,716
-91,897
2539
$22.3M ﹤0.01%
272,720
-18,361
2540
$22.3M ﹤0.01%
669,424
-52,493
2541
$22.2M ﹤0.01%
998,376
-783,376
2542
$22.2M ﹤0.01%
205,531
-4,298
2543
$22.2M ﹤0.01%
4,169,042
-456,917
2544
$22.2M ﹤0.01%
946,528
+542,665
2545
$22.2M ﹤0.01%
448,235
+435,552
2546
$22.2M ﹤0.01%
1,106,155
-88,585
2547
$22.1M ﹤0.01%
142,147
+17,831
2548
$22.1M ﹤0.01%
616,843
+42,571
2549
$22.1M ﹤0.01%
998,874
+503,325
2550
$22.1M ﹤0.01%
742,919
+666,200
100 101
102
103 104