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
1326
$81.3M 0.01%
2,118,897
+481,279
1327
$81M 0.01%
1,307,321
+157,594
1328
$80.9M 0.01%
7,626,804
+185,477
1329
$80.8M 0.01%
1,217,476
+31,688
1330
$80.8M 0.01%
1,122,057
+66,171
1331
$80.7M 0.01%
3,475,700
+567,042
1332
$80.6M 0.01%
899,356
+119,568
1333
$80.5M 0.01%
3,607,713
+88,908
1334
$80.4M 0.01%
832,535
-21,224
1335
$80.4M 0.01%
1,909,642
+350,719
1336
$80.4M 0.01%
208,734
+810
1337
$80.4M 0.01%
6,214,541
+88,798
1338
$80.4M 0.01%
7,440,072
-151,384
1339
$80.3M 0.01%
831,557
+192,030
1340
$80.3M 0.01%
4,607,649
+947,717
1341
$79.9M 0.01%
3,801,544
+617,129
1342
$79.9M 0.01%
1,412,971
+956,313
1343
$79.8M 0.01%
4,957,649
+248,783
1344
$79.7M 0.01%
349,664
-25,272
1345
$79.6M 0.01%
836,833
-56,495
1346
$79.6M 0.01%
1,200,926
-111,932
1347
$79.3M 0.01%
1,120,180
+31,886
1348
$79.3M 0.01%
1,095,627
-36,232
1349
$79.2M 0.01%
1,342,204
-295,758
1350
$79.1M 0.01%
3,318,979
+208,788
52 53
54
55 56