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
2801
$17.5M ﹤0.01%
516,004
+15,007
2802
$17.5M ﹤0.01%
1,511,421
-12,189
2803
$17.4M ﹤0.01%
1,437,647
-220,525
2804
$17.4M ﹤0.01%
642,570
+25,548
2805
$17.4M ﹤0.01%
2,366,011
+548,649
2806
$17.4M ﹤0.01%
418,768
-154,582
2807
$17.3M ﹤0.01%
822,105
+1,493
2808
$17.3M ﹤0.01%
649,008
-129,882
2809
$17.3M ﹤0.01%
1,094,335
-1,988,358
2810
$17.3M ﹤0.01%
610,863
+101,795
2811
$17.3M ﹤0.01%
482,639
+123,584
2812
$17.3M ﹤0.01%
583,273
-57,587
2813
$17.2M ﹤0.01%
224,396
+65,421
2814
$17.2M ﹤0.01%
1,416,949
+304,876
2815
$17.2M ﹤0.01%
270,339
+18,079
2816
$17.2M ﹤0.01%
9,355,609
+3,750,063
2817
$17.2M ﹤0.01%
3,105,144
-1,997,041
2818
$17.2M ﹤0.01%
1,333,906
-174,909
2819
$17.2M ﹤0.01%
566,950
-209,612
2820
$17.2M ﹤0.01%
994,051
+50,234
2821
$17.1M ﹤0.01%
993,342
+97,024
2822
$17.1M ﹤0.01%
6,411,433
+1,170,891
2823
$17.1M ﹤0.01%
257,277
-8,065
2824
$17.1M ﹤0.01%
1,048,655
+51,437
2825
$17.1M ﹤0.01%
1,087,054
+510,578
111 112
113
114 115