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
1026
$128M 0.01%
1,179,688
-7,626
1027
$128M 0.01%
3,980,964
+1,830,730
1028
$128M 0.01%
3,077,860
+76,364
1029
$128M 0.01%
2,725,266
+374,328
1030
$127M 0.01%
1,275,227
+465,465
1031
$127M 0.01%
6,381,701
-2,071,369
1032
$127M 0.01%
9,279,036
-591,334
1033
$127M 0.01%
762,583
+28,799
1034
$127M 0.01%
23,671,223
+4,757,380
1035
$126M 0.01%
2,487,821
-87,674
1036
$126M 0.01%
3,815,052
+3,091,298
1037
$125M 0.01%
1,741,391
-38,094
1038
$125M 0.01%
6,930,352
-867,056
1039
$125M 0.01%
4,550,623
+491,866
1040
$125M 0.01%
3,422,344
-278,085
1041
$125M 0.01%
3,145,088
-403,305
1042
$125M 0.01%
6,407,564
-970,843
1043
$125M 0.01%
1,024,435
-238,431
1044
$125M 0.01%
6,272,320
-1,385,710
1045
$124M 0.01%
1,015,241
-90,636
1046
$124M 0.01%
782,516
+131,971
1047
$124M 0.01%
630,642
-29,062
1048
$124M 0.01%
26,823,797
+1,375,056
1049
$124M 0.01%
1,265,455
+151,285
1050
$124M 0.01%
555,503
+103,928
40 41
42
43 44