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
1051
$124M 0.01%
658,377
+175,740
1052
$124M 0.01%
1,619,262
+120,817
1053
$123M 0.01%
3,658,387
+253,117
1054
$123M 0.01%
10,884,046
+4,907,975
1055
$123M 0.01%
463,716
-40,795
1056
$123M 0.01%
1,233,801
-90,130
1057
$123M 0.01%
261,432
-56,614
1058
$122M 0.01%
2,994,418
+35,269
1059
$122M 0.01%
3,668,955
-296,960
1060
$122M 0.01%
655,234
+57,248
1061
$122M 0.01%
893,345
+24,627
1062
$122M 0.01%
3,908,465
-484,316
1063
$121M 0.01%
761,061
+66,000
1064
$121M 0.01%
1,582,347
+107,763
1065
$121M 0.01%
3,983,403
+674,054
1066
$121M 0.01%
6,375,986
-499,308
1067
$120M 0.01%
3,658,077
+2,949,074
1068
$120M 0.01%
843,716
-22,638
1069
$120M 0.01%
841,101
-87,105
1070
$120M 0.01%
1,184,036
+235,169
1071
$119M 0.01%
9,761,464
+3,620,749
1072
$119M 0.01%
3,176,846
-808,524
1073
$119M 0.01%
5,161,472
+243,762
1074
$118M 0.01%
3,172,532
-57,431
1075
$118M 0.01%
1,248,660
+57,622
41 42
43
44 45