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
1651
$56M ﹤0.01%
842,042
-21,721
1652
$56M ﹤0.01%
669,304
-14,673
1653
$56M ﹤0.01%
+3,012,898
1654
$55.9M ﹤0.01%
2,126,237
+115,735
1655
$55.8M ﹤0.01%
9,648,417
+144,342
1656
$55.7M ﹤0.01%
649,223
+282,018
1657
$55.7M ﹤0.01%
2,182,228
+475,738
1658
$55.6M ﹤0.01%
1,005,976
+5,557
1659
$55.6M ﹤0.01%
1,558,249
+838,022
1660
$55.5M ﹤0.01%
1,378,373
+4,995
1661
$55.4M ﹤0.01%
3,700,962
+1,107,555
1662
$55.4M ﹤0.01%
1,031,709
+1,595
1663
$55.4M ﹤0.01%
751,953
-37,732
1664
$55.4M ﹤0.01%
3,606,282
-200,807
1665
$55.4M ﹤0.01%
3,172,055
+63,315
1666
$55.3M ﹤0.01%
46,520
-1,114
1667
$55.2M ﹤0.01%
931,868
+122,753
1668
$55.2M ﹤0.01%
286,567
+23,191
1669
$55.2M ﹤0.01%
8,195,254
+831,200
1670
$55.1M ﹤0.01%
822,804
-116,799
1671
$55.1M ﹤0.01%
2,478,681
+343,538
1672
$55.1M ﹤0.01%
558,552
-602
1673
$55M ﹤0.01%
685,597
+43,676
1674
$55M ﹤0.01%
497,379
-23,613
1675
$55M ﹤0.01%
638,314
-2,741
65 66
67
68 69