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
1076
$118M 0.01%
2,734,002
+550
1077
$118M 0.01%
1,347,023
-466,276
1078
$117M 0.01%
5,485,410
+98,877
1079
$117M 0.01%
623,088
+22,681
1080
$117M 0.01%
375,197
-8,737
1081
$117M 0.01%
671,646
-565,191
1082
$117M 0.01%
1,435,470
+41,850
1083
$116M 0.01%
3,751,904
-336,409
1084
$116M 0.01%
1,254,495
+87,906
1085
$116M 0.01%
704,257
-18,804
1086
$116M 0.01%
3,041,139
-622,244
1087
$116M 0.01%
693,875
-88,994
1088
$116M 0.01%
7,662,179
+3,805,396
1089
$115M 0.01%
551,541
-40,753
1090
$115M 0.01%
2,454,492
-149,147
1091
$115M 0.01%
3,543,176
-80,292
1092
$114M 0.01%
1,529,741
+284,768
1093
$114M 0.01%
673,968
-20,037
1094
$114M 0.01%
3,949,458
+1,075,309
1095
$114M 0.01%
5,573,876
-239,251
1096
$114M 0.01%
5,062,121
-263,479
1097
$114M 0.01%
11,336,348
+917,752
1098
$114M 0.01%
5,107,140
+57,530
1099
$113M 0.01%
67,290
-1,499
1100
$113M 0.01%
4,092,663
+1,845,450
42 43
44
45 46