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
2626
$20.7M ﹤0.01%
1,496,137
-69,413
2627
$20.6M ﹤0.01%
3,627,877
-1,444,862
2628
$20.6M ﹤0.01%
237,589
-13,835
2629
$20.6M ﹤0.01%
495,120
+20,001
2630
$20.5M ﹤0.01%
316,289
+142,674
2631
$20.5M ﹤0.01%
664,757
+286,215
2632
$20.5M ﹤0.01%
436,942
-496,594
2633
$20.5M ﹤0.01%
682,670
+23,299
2634
$20.5M ﹤0.01%
385,707
-246,271
2635
$20.5M ﹤0.01%
497,969
-6,413
2636
$20.4M ﹤0.01%
296,954
-53,812
2637
$20.4M ﹤0.01%
624,702
-23,128
2638
$20.4M ﹤0.01%
1,898,937
-289,922
2639
$20.4M ﹤0.01%
2,994,326
-157,288
2640
$20.3M ﹤0.01%
407,561
-12,366
2641
$20.3M ﹤0.01%
744,326
+6,420
2642
$20.3M ﹤0.01%
1,415,403
-41,949
2643
$20.3M ﹤0.01%
631,082
-205,862
2644
$20.3M ﹤0.01%
493,499
-30,522
2645
$20.3M ﹤0.01%
8,465,479
2646
$20.3M ﹤0.01%
374,378
+27,629
2647
$20.3M ﹤0.01%
1,749,794
-164,040
2648
$20.3M ﹤0.01%
861,685
-194,110
2649
$20.3M ﹤0.01%
247,389
-2,569
2650
$20.3M ﹤0.01%
402,001
+1
104 105
106
107 108