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
2601
$21.1M ﹤0.01%
269,367
-14,385
2602
$21.1M ﹤0.01%
241,388
-76,167
2603
$21.1M ﹤0.01%
1,694,618
+73,810
2604
$21M ﹤0.01%
1,509,504
-369,980
2605
$21M ﹤0.01%
681,862
+56,796
2606
$21M ﹤0.01%
2,025,681
-985,872
2607
$21M ﹤0.01%
1,379,940
+829,276
2608
$21M ﹤0.01%
801,128
-113,206
2609
$21M ﹤0.01%
939,815
-19,821
2610
$20.9M ﹤0.01%
912,702
-24,944
2611
$20.9M ﹤0.01%
2,141,687
-118,632
2612
$20.9M ﹤0.01%
2,130,270
+207,264
2613
$20.9M ﹤0.01%
322,799
-52,541
2614
$20.9M ﹤0.01%
247,204
-12,028
2615
$20.9M ﹤0.01%
814,146
+59,719
2616
$20.9M ﹤0.01%
1,435,215
-58,377
2617
$20.9M ﹤0.01%
455,366
-2,894
2618
$20.8M ﹤0.01%
674,534
-252,526
2619
$20.8M ﹤0.01%
659,209
-6,115
2620
$20.8M ﹤0.01%
545,308
-22,843
2621
$20.8M ﹤0.01%
976,328
+353,706
2622
$20.8M ﹤0.01%
2,502,742
+655,555
2623
$20.8M ﹤0.01%
779,791
+104,282
2624
$20.7M ﹤0.01%
2,822,461
-2,141,179
2625
$20.7M ﹤0.01%
194,555
-1,481
103 104
105
106 107