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
1376
$76.4M 0.01%
715,616
-243,489
1377
$76.3M 0.01%
1,899,327
+181,882
1378
$76.3M 0.01%
9,075,093
-39,118
1379
$76M 0.01%
5,464,897
+480,492
1380
$75.9M 0.01%
563,065
-179,335
1381
$75.9M 0.01%
1,168,841
-42,796
1382
$75.6M 0.01%
1,043,663
-80,872
1383
$75.4M 0.01%
2,033,811
-81,468
1384
$75.1M 0.01%
3,164,008
+184,308
1385
$75M 0.01%
1,440,553
+133,216
1386
$74.6M 0.01%
645,527
+180,946
1387
$74.6M 0.01%
760,368
-40,529
1388
$74.4M 0.01%
760,617
-24,542
1389
$74.3M 0.01%
3,073,661
-361,180
1390
$74.3M 0.01%
1,584,836
+54,307
1391
$74.3M 0.01%
6,262,349
-111,167
1392
$74.2M 0.01%
6,190,274
+2,860,174
1393
$74M 0.01%
2,844,108
+24,320
1394
$73.7M 0.01%
1,465,693
+484,293
1395
$73.6M 0.01%
3,083,848
+1,770,758
1396
$73.4M 0.01%
3,009,452
+1,697,421
1397
$73.4M 0.01%
5,944,237
+23,291
1398
$73.3M 0.01%
4,484,473
+215,755
1399
$73.3M 0.01%
2,273,259
+2,111,598
1400
$73.2M 0.01%
2,137,373
+36,876
54 55
56
57 58