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
526
$397M 0.03%
3,085,944
+535,973
527
$396M 0.03%
7,530,810
-165,578
528
$394M 0.03%
3,126,198
-260,527
529
$393M 0.03%
10,772,784
+338,438
530
$393M 0.03%
6,601,731
+117,842
531
$393M 0.03%
4,988,208
-138,882
532
$392M 0.03%
5,915,510
+580,972
533
$392M 0.03%
10,915,273
+1,064,200
534
$390M 0.03%
2,199,733
+243,537
535
$389M 0.03%
10,108,519
-2,362,518
536
$389M 0.03%
2,154,089
-72,808
537
$386M 0.03%
2,410,084
+113,713
538
$385M 0.03%
5,141,044
+115,820
539
$385M 0.03%
3,224,812
+487,133
540
$385M 0.03%
5,947,415
-2,044
541
$383M 0.03%
1,868,053
+125,788
542
$382M 0.03%
6,675,144
-39,934
543
$382M 0.03%
4,413,431
-45,887
544
$382M 0.03%
5,350,793
-62,250
545
$382M 0.03%
8,661,053
-412,821
546
$380M 0.03%
1,494,789
-136,579
547
$377M 0.03%
10,733,065
-889,045
548
$376M 0.03%
2,985,295
+383,026
549
$376M 0.03%
3,599,023
-18,575
550
$376M 0.03%
3,524,161
+85,635
20 21
22
23 24