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
926
$151M 0.01%
2,996,856
+95,744
927
$151M 0.01%
9,073,982
+688,913
928
$150M 0.01%
1,702,737
+258,508
929
$150M 0.01%
1,787,554
+336,876
930
$150M 0.01%
2,193,976
+518,953
931
$149M 0.01%
14,377,059
+1,475,113
932
$149M 0.01%
1,286,224
-488,481
933
$149M 0.01%
4,425,051
-29,312
934
$149M 0.01%
6,101,506
+423,516
935
$149M 0.01%
11,038,997
+97,023
936
$149M 0.01%
2,145,665
-170,654
937
$148M 0.01%
7,894,100
-2,303,663
938
$148M 0.01%
2,006,486
-72,470
939
$147M 0.01%
2,679,025
+21,150
940
$147M 0.01%
200,744
-7,278
941
$147M 0.01%
2,695,924
+347,549
942
$146M 0.01%
2,875,006
-45,789
943
$146M 0.01%
2,860,062
+173,136
944
$146M 0.01%
3,204,463
+1,127,717
945
$146M 0.01%
8,209,595
+895,946
946
$145M 0.01%
750,822
+180,807
947
$145M 0.01%
2,455,135
-561,635
948
$145M 0.01%
1,497,347
+238,763
949
$145M 0.01%
981,977
+23,334
950
$145M 0.01%
615,126
+69,524
36 37
38
39 40