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
1626
$57.6M ﹤0.01%
1,836,537
-259,321
1627
$57.6M ﹤0.01%
4,280,856
+109,020
1628
$57.4M ﹤0.01%
744,515
+107,380
1629
$57.3M ﹤0.01%
158,218
+19,045
1630
$57.3M ﹤0.01%
3,916,503
+297,948
1631
$57.3M ﹤0.01%
1,132,292
-721,871
1632
$57.2M ﹤0.01%
870,069
-9,543
1633
$56.9M ﹤0.01%
907,824
+64,213
1634
$56.8M ﹤0.01%
3,122,190
-240,785
1635
$56.8M ﹤0.01%
3,112,812
-17,456
1636
$56.8M ﹤0.01%
751,826
+215,979
1637
$56.7M ﹤0.01%
806,805
+9,300
1638
$56.6M ﹤0.01%
5,846,040
+203,179
1639
$56.5M ﹤0.01%
677,873
+136,424
1640
$56.5M ﹤0.01%
568,698
-14,414
1641
$56.5M ﹤0.01%
2,961,834
+246,907
1642
$56.2M ﹤0.01%
701,157
-27,065
1643
$56.2M ﹤0.01%
683,343
-313,399
1644
$56.2M ﹤0.01%
1,255,103
-454,505
1645
$56.1M ﹤0.01%
5,836,552
-660,652
1646
$56.1M ﹤0.01%
1,087,007
+68,183
1647
$56.1M ﹤0.01%
4,423,804
+707,756
1648
$56.1M ﹤0.01%
1,540,494
+273,432
1649
$56M ﹤0.01%
1,140,895
-84,484
1650
$56M ﹤0.01%
1,010,426
-132,567
64 65
66
67 68