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
1676
$55M ﹤0.01%
971,804
-31,975
1677
$55M ﹤0.01%
1,708,321
-517,843
1678
$54.9M ﹤0.01%
965,727
+64,848
1679
$54.9M ﹤0.01%
874,300
+112,482
1680
$54.8M ﹤0.01%
2,064,715
+192,241
1681
$54.8M ﹤0.01%
1,138,477
+31,429
1682
$54.8M ﹤0.01%
447,195
-96,091
1683
$54.7M ﹤0.01%
2,710,057
-5,340
1684
$54.7M ﹤0.01%
2,305,876
-80,424
1685
$54.7M ﹤0.01%
1,197,814
+441,578
1686
$54.6M ﹤0.01%
1,046,043
+967,125
1687
$54.5M ﹤0.01%
3,527,261
+962,661
1688
$54.4M ﹤0.01%
2,204,765
+27,000
1689
$54.3M ﹤0.01%
711,429
+164,484
1690
$54.3M ﹤0.01%
663,732
+63,763
1691
$54.1M ﹤0.01%
2,756,679
+69,708
1692
$54.1M ﹤0.01%
997,883
-126,217
1693
$54.1M ﹤0.01%
362,962
-6,468
1694
$54.1M ﹤0.01%
1,738,342
-32,697
1695
$54M ﹤0.01%
5,442,889
-4,230,296
1696
$54M ﹤0.01%
1,120,739
-452,935
1697
$53.9M ﹤0.01%
1,549,263
+61,557
1698
$53.9M ﹤0.01%
430,566
+272,511
1699
$53.8M ﹤0.01%
222,971
-37,154
1700
$53.8M ﹤0.01%
2,905,077
+538,910
66 67
68
69 70