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
1251
$90.4M 0.01%
735,067
-1,557
1252
$90.4M 0.01%
2,375,435
+998,515
1253
$90.3M 0.01%
2,300,018
+23,808
1254
$90.2M 0.01%
1,949,157
+19,191
1255
$90.1M 0.01%
1,522,297
+2,356
1256
$90M 0.01%
728,362
+89,291
1257
$89.8M 0.01%
2,061,106
+325,622
1258
$89.7M 0.01%
1,518,451
+154,254
1259
$89.6M 0.01%
1,312,536
+253,358
1260
$89.1M 0.01%
3,091,956
+2,389,279
1261
$89.1M 0.01%
1,573,499
+423,301
1262
$89.1M 0.01%
840,577
+32,009
1263
$88.9M 0.01%
2,404,080
+9,876
1264
$88.9M 0.01%
1,368,759
-147,535
1265
$88.9M 0.01%
1,264,321
-130,049
1266
$88.9M 0.01%
656,309
-14,795
1267
$88.9M 0.01%
1,501,650
+523,795
1268
$88.6M 0.01%
1,282,445
+308,858
1269
$88.3M 0.01%
3,242,842
-16,202
1270
$87.8M 0.01%
529,007
-18,131
1271
$87.7M 0.01%
3,659,108
+262,819
1272
$87.6M 0.01%
5,853,229
-270,798
1273
$87.5M 0.01%
11,874,953
+3,804,501
1274
$87.4M 0.01%
1,245,445
-657,295
1275
$87.3M 0.01%
1,340,676
+76,634
49 50
51
52 53