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
1601
$58.7M ﹤0.01%
1,183,871
-41,613
1602
$58.7M ﹤0.01%
1,181,180
+98,747
1603
$58.7M ﹤0.01%
2,079,297
-1,435,334
1604
$58.7M ﹤0.01%
733,564
+2,744
1605
$58.7M ﹤0.01%
799,777
-13,734
1606
$58.7M ﹤0.01%
1,065,995
+2,563
1607
$58.6M ﹤0.01%
11,584,103
+570,921
1608
$58.5M ﹤0.01%
2,110,949
+225,657
1609
$58.5M ﹤0.01%
1,063,567
-98,315
1610
$58.5M ﹤0.01%
318,327
+99,498
1611
$58.4M ﹤0.01%
2,577,998
+342,204
1612
$58.4M ﹤0.01%
2,021,706
+920,114
1613
$58.3M ﹤0.01%
1,322,856
+55,864
1614
$58.3M ﹤0.01%
3,809,582
-151,939
1615
$58.2M ﹤0.01%
2,214,230
-1,241,022
1616
$58.2M ﹤0.01%
1,667,842
-326,491
1617
$58.1M ﹤0.01%
627,079
+26,938
1618
$58M ﹤0.01%
4,965,409
+1,700,869
1619
$58M ﹤0.01%
764,698
-220,218
1620
$58M ﹤0.01%
2,437,954
+420,624
1621
$57.9M ﹤0.01%
506,284
+49,856
1622
$57.8M ﹤0.01%
3,031,693
+2,602,043
1623
$57.8M ﹤0.01%
1,066,571
-94,020
1624
$57.7M ﹤0.01%
534,445
+181,922
1625
$57.7M ﹤0.01%
193,996
-15,087
63 64
65
66 67