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
1151
$105M 0.01%
255,089
-126,277
1152
$105M 0.01%
875,020
+64,488
1153
$104M 0.01%
1,829,350
+498,202
1154
$104M 0.01%
851,575
+16,075
1155
$104M 0.01%
2,029,812
-43,812
1156
$104M 0.01%
3,530,297
+3,328,096
1157
$104M 0.01%
4,646,085
+254,130
1158
$104M 0.01%
1,473,279
+133,706
1159
$104M 0.01%
582,725
-202,689
1160
$104M 0.01%
383,873
+213,835
1161
$104M 0.01%
410,081
-15,191
1162
$103M 0.01%
2,013,777
-1,076,620
1163
$103M 0.01%
5,480,529
-452,097
1164
$103M 0.01%
936,391
+249,205
1165
$103M 0.01%
1,890,194
-235,582
1166
$103M 0.01%
4,675,103
-488,590
1167
$102M 0.01%
6,719,873
-37,712
1168
$102M 0.01%
1,364,936
+50,743
1169
$102M 0.01%
1,792,066
+523
1170
$102M 0.01%
3,689,427
-103,235
1171
$102M 0.01%
2,144,024
+85,951
1172
$102M 0.01%
334,501
-20,695
1173
$102M 0.01%
3,944,819
-655,142
1174
$102M 0.01%
1,125,959
+44,639
1175
$101M 0.01%
1,784,494
-827,848
45 46
47
48 49