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
1301
$84.8M 0.01%
1,169,138
+94,890
1302
$84.5M 0.01%
2,760,841
+1,471,993
1303
$84.4M 0.01%
4,009,014
-313,815
1304
$84.1M 0.01%
1,777,092
-156,794
1305
$84M 0.01%
4,612,688
+351,354
1306
$83.9M 0.01%
1,983,795
-91,043
1307
$83.8M 0.01%
1,466,223
-182,127
1308
$83.7M 0.01%
19,889,917
+519,262
1309
$83.7M 0.01%
6,084,341
-2,073,253
1310
$83.5M 0.01%
6,991,071
+2,866,806
1311
$83.5M 0.01%
639,659
+127,615
1312
$83.5M 0.01%
5,772,073
+338,000
1313
$83.4M 0.01%
806,380
+13,278
1314
$83.3M 0.01%
1,978,734
-19,200
1315
$83.3M 0.01%
1,575,789
+1,567,096
1316
$83.2M 0.01%
3,722,433
+1,303,893
1317
$83.2M 0.01%
404,606
+52,971
1318
$83.1M 0.01%
3,573,712
-199,931
1319
$82.9M 0.01%
1,181,252
+236,256
1320
$82.8M 0.01%
2,091,863
-1,056,105
1321
$82.6M 0.01%
10,892,593
+38,186
1322
$82.6M 0.01%
1,300,475
+388,550
1323
$82.5M 0.01%
263,272
-46,602
1324
$81.9M 0.01%
389,432
+53,525
1325
$81.3M 0.01%
2,406,431
-188,307
51 52
53
54 55