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
1351
$79M 0.01%
+2,728,137
1352
$78.9M 0.01%
837,116
-851,258
1353
$78.8M 0.01%
723,587
-18,877
1354
$78.5M 0.01%
5,449,279
+227,033
1355
$78.5M 0.01%
2,540,054
+20,517
1356
$78.4M 0.01%
2,160,173
-2,210,759
1357
$78.3M 0.01%
513,612
+81,076
1358
$78.2M 0.01%
4,959,739
-272,640
1359
$78.2M 0.01%
3,110,007
+34,822
1360
$78.1M 0.01%
3,541,252
+79,822
1361
$78.1M 0.01%
582,914
-2,485
1362
$78.1M 0.01%
672,284
+167,955
1363
$77.9M 0.01%
683,553
+53,359
1364
$77.7M 0.01%
426,511
+33,622
1365
$77.6M 0.01%
4,271,116
+805,189
1366
$77.5M 0.01%
775,847
-5,957
1367
$77.3M 0.01%
3,410,339
+153,477
1368
$77.3M 0.01%
6,373,770
+5,605,317
1369
$77.1M 0.01%
511,636
+66,729
1370
$77M 0.01%
3,657,043
+1,590,803
1371
$76.9M 0.01%
3,106,695
-410,809
1372
$76.8M 0.01%
1,820,640
-259,048
1373
$76.8M 0.01%
5,685,313
-566,489
1374
$76.7M 0.01%
2,087,268
-360,760
1375
$76.7M 0.01%
1,359,009
-435,680
53 54
55
56 57