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
1126
$109M 0.01%
2,217,368
-526,310
1127
$109M 0.01%
1,090,481
+26,164
1128
$109M 0.01%
3,335,919
-111,261
1129
$109M 0.01%
1,465,453
-167,922
1130
$108M 0.01%
703,460
+168,008
1131
$108M 0.01%
5,196,514
+194,395
1132
$108M 0.01%
2,037,329
-81,721
1133
$108M 0.01%
2,519,512
+50,877
1134
$108M 0.01%
3,643,112
+271,828
1135
$107M 0.01%
1,001,499
+567,647
1136
$107M 0.01%
3,480,330
-299,840
1137
$107M 0.01%
442,647
+160,625
1138
$107M 0.01%
2,397,502
-305,994
1139
$106M 0.01%
336,805
+122,836
1140
$106M 0.01%
7,140,190
+21,348
1141
$106M 0.01%
3,299,966
-940,129
1142
$106M 0.01%
770,828
+66,536
1143
$106M 0.01%
1,930,225
+148,034
1144
$106M 0.01%
3,442,214
+2,661,234
1145
$106M 0.01%
677,528
-42,809
1146
$106M 0.01%
2,277,420
+969,137
1147
$106M 0.01%
2,623,052
+77,004
1148
$106M 0.01%
2,514,840
-262,892
1149
$106M 0.01%
976,757
+131,279
1150
$105M 0.01%
15,924,316
+847,234
44 45
46
47 48