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
801
$202M 0.02%
2,000,911
+778,642
802
$202M 0.02%
2,209,926
-252,802
803
$202M 0.02%
552,621
+16,725
804
$202M 0.02%
2,149,267
-59,775
805
$202M 0.02%
3,979,162
-559,107
806
$201M 0.02%
3,489,731
-514,242
807
$201M 0.02%
25,000,295
+11,274,391
808
$201M 0.02%
2,385,876
-170,099
809
$200M 0.02%
5,414,449
+2,189,581
810
$200M 0.02%
735,332
+35,614
811
$200M 0.02%
4,515,763
+1,444,071
812
$197M 0.02%
3,727,329
+431,715
813
$197M 0.02%
3,869,006
+1,378,351
814
$196M 0.02%
2,055,945
+515,636
815
$196M 0.02%
1,910,551
+67,789
816
$196M 0.02%
1,433,092
-238,477
817
$196M 0.02%
535,998
+29,417
818
$195M 0.02%
23,120,681
+566,821
819
$195M 0.02%
6,375,596
+623,900
820
$194M 0.02%
6,922,570
-60,643
821
$194M 0.02%
4,264,126
+240,804
822
$193M 0.01%
2,296,300
-71,632
823
$193M 0.01%
3,385,310
+189,440
824
$193M 0.01%
2,891,101
+376,943
825
$192M 0.01%
4,253,426
-64,108
31 32
33
34 35