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
1201
$96.9M 0.01%
3,497,945
+652,280
1202
$96.8M 0.01%
1,703,148
-126,649
1203
$96.5M 0.01%
955,358
+64,591
1204
$96.4M 0.01%
560,430
+293,814
1205
$96.3M 0.01%
2,625,480
-117,294
1206
$96.2M 0.01%
8,332,444
+372,474
1207
$96M 0.01%
6,252,752
+466,225
1208
$95.9M 0.01%
2,413,757
-194,383
1209
$95.9M 0.01%
4,878,431
+64,877
1210
$95.8M 0.01%
22,641,235
+1,358,370
1211
$95.8M 0.01%
31,398,594
+7,180,314
1212
$95.8M 0.01%
1,328,213
-29,951
1213
$95.7M 0.01%
837,583
+30,255
1214
$95.5M 0.01%
1,152,883
+17,086
1215
$95.4M 0.01%
3,099,703
+30,303
1216
$95.3M 0.01%
1,807,427
+418,523
1217
$95.2M 0.01%
3,634,372
+1,718,970
1218
$95.2M 0.01%
2,768,867
+302,011
1219
$94.9M 0.01%
9,743,866
+316,435
1220
$94.6M 0.01%
1,345,082
+2,016
1221
$94.5M 0.01%
4,804,103
+65,034
1222
$94.4M 0.01%
942,244
+128,955
1223
$94.4M 0.01%
1,368,146
+759,373
1224
$94.1M 0.01%
760,973
+38,059
1225
$93.9M 0.01%
7,356,129
-3,445,612
47 48
49
50 51