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
1426
$70.7M 0.01%
5,320,948
-241,865
1427
$70.7M 0.01%
744,098
-97,530
1428
$70.5M 0.01%
1,029,869
+90,072
1429
$70.3M 0.01%
1,131,249
-128,994
1430
$70.3M 0.01%
2,278,296
-152,159
1431
$70.2M 0.01%
2,798,203
+479,758
1432
$70.2M 0.01%
1,413,971
-5,965
1433
$70.2M 0.01%
975,740
+13,163
1434
$70.2M 0.01%
2,237,644
-118,227
1435
$70.1M 0.01%
286,888
+96,799
1436
$70M 0.01%
2,013,439
-11,450
1437
$70M 0.01%
1,704,714
+218,974
1438
$70M 0.01%
1,410,016
-37,033
1439
$69.8M 0.01%
3,162,862
+77,444
1440
$69.6M 0.01%
4,282,935
+352,684
1441
$69.6M 0.01%
1,500,926
-88,109
1442
$69.5M 0.01%
3,349,112
-1,655,114
1443
$69.3M 0.01%
852,975
-8,713
1444
$69.2M 0.01%
3,040,493
+162,705
1445
$69.2M 0.01%
925,380
+17,046
1446
$69.1M 0.01%
389,480
+11,568
1447
$69M 0.01%
652,190
-56,351
1448
$69M 0.01%
896,268
-63,774
1449
$68.9M 0.01%
1,224,988
-206,375
1450
$68.8M 0.01%
2,777,239
+368,374
56 57
58
59 60