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
1476
$67.1M 0.01%
2,788,942
-243,020
1477
$67.1M 0.01%
982,014
+149,530
1478
$67M 0.01%
1,058,460
-401,224
1479
$67M 0.01%
4,066,592
+1,950,193
1480
$67M 0.01%
676,634
+104,335
1481
$67M 0.01%
1,263,795
-639,873
1482
$66.9M 0.01%
681,576
-14,801
1483
$66.8M 0.01%
912,232
-426,111
1484
$66.8M 0.01%
2,501,283
-297,596
1485
$66.7M 0.01%
469,015
-49,313
1486
$66.6M 0.01%
369,564
-35,734
1487
$66.5M 0.01%
665,887
-70,786
1488
$66.4M 0.01%
4,165,586
+642,533
1489
$66.4M 0.01%
6,407,188
-4,036,702
1490
$66.3M 0.01%
1,760,330
-233,272
1491
$66.2M 0.01%
1,001,144
-195,536
1492
$66.2M 0.01%
1,530,330
-47,473
1493
$66M 0.01%
3,921,428
+43,190
1494
$65.9M 0.01%
5,614,247
+484,651
1495
$65.7M 0.01%
1,650,464
+479,979
1496
$65.7M 0.01%
2,227,795
-162,392
1497
$65.6M 0.01%
4,660,558
+981,010
1498
$65.5M 0.01%
15,756,879
-12,459,002
1499
$65.4M 0.01%
4,047,154
+286,301
1500
$65.3M 0.01%
3,645,349
-50,437
58 59
60
61 62