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
576
$345M 0.03%
30,895,714
+12,813,966
577
$344M 0.03%
418,996
-74,167
578
$341M 0.03%
3,570,618
-2,312,072
579
$340M 0.03%
1,377,973
-97,423
580
$340M 0.03%
6,902,919
-183,119
581
$339M 0.03%
4,425,788
+71,907
582
$339M 0.03%
1,460,095
+31,475
583
$338M 0.03%
3,470,949
-496,068
584
$337M 0.03%
8,472,438
-832,732
585
$336M 0.03%
184,935
-595
586
$336M 0.03%
3,050,253
+29,741
587
$335M 0.03%
1,633,544
-26,795
588
$335M 0.03%
2,800,525
-1,355,964
589
$335M 0.03%
5,719,444
+605,626
590
$335M 0.03%
3,077,913
-23,284
591
$334M 0.03%
2,450,658
-3,601
592
$334M 0.03%
16,010,757
+1,207,675
593
$332M 0.03%
1,111,881
-147,191
594
$331M 0.03%
6,170,558
-307,576
595
$331M 0.03%
4,342,844
-116,080
596
$329M 0.03%
2,009,728
+657,335
597
$328M 0.03%
3,655,486
+197,051
598
$327M 0.03%
6,967,264
+1,439,925
599
$326M 0.03%
3,032,771
+1,893,190
600
$325M 0.03%
1,229,991
+64,438
22 23
24
25 26