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
2551
$22.1M ﹤0.01%
979,846
+560,403
2552
$22.1M ﹤0.01%
400,526
+526
2553
$22.1M ﹤0.01%
639,454
-152,645
2554
$22M ﹤0.01%
590,543
+84,081
2555
$22M ﹤0.01%
3,471,077
+819,632
2556
$22M ﹤0.01%
4,177,848
-700
2557
$22M ﹤0.01%
386,450
-4,489
2558
$21.9M ﹤0.01%
783,436
-59,007
2559
$21.9M ﹤0.01%
865,609
+178,019
2560
$21.9M ﹤0.01%
528,509
+126,694
2561
$21.9M ﹤0.01%
185,104
-91,708
2562
$21.9M ﹤0.01%
826,654
-141,315
2563
$21.9M ﹤0.01%
1,525,206
+611,771
2564
$21.9M ﹤0.01%
1,001,007
+397,123
2565
$21.8M ﹤0.01%
249,118
+15,332
2566
$21.8M ﹤0.01%
1,075,102
+31,421
2567
$21.8M ﹤0.01%
980,531
+107,996
2568
$21.8M ﹤0.01%
552,394
+59,080
2569
$21.8M ﹤0.01%
96,330
-7,346
2570
$21.7M ﹤0.01%
805,544
+294,247
2571
$21.7M ﹤0.01%
653,807
-28,209
2572
$21.7M ﹤0.01%
1,611,011
-3,698,614
2573
$21.6M ﹤0.01%
429,011
+43,080
2574
$21.6M ﹤0.01%
122,285
+1,671
2575
$21.6M ﹤0.01%
817,038
-120,923
101 102
103
104 105