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
1701
$53.7M ﹤0.01%
1,682,770
-127,669
1702
$53.6M ﹤0.01%
864,337
+8,629
1703
$53.6M ﹤0.01%
1,064,380
+29,123
1704
$53.6M ﹤0.01%
767,992
-47,379
1705
$53.4M ﹤0.01%
2,214,916
-65,534
1706
$53.4M ﹤0.01%
308,777
+32,870
1707
$53.3M ﹤0.01%
560,465
+4,937
1708
$53.3M ﹤0.01%
453,071
-17,450
1709
$53.2M ﹤0.01%
573,322
+11,781
1710
$53.2M ﹤0.01%
214,936
+56,134
1711
$53.2M ﹤0.01%
1,601,247
+423,892
1712
$53.1M ﹤0.01%
3,021,428
-1,215,361
1713
$53.1M ﹤0.01%
423,026
+2,927
1714
$52.8M ﹤0.01%
464,964
-71,048
1715
$52.7M ﹤0.01%
507,846
+39,997
1716
$52.5M ﹤0.01%
2,034,974
+1,327,571
1717
$52.5M ﹤0.01%
3,837,486
-1,538,800
1718
$52.5M ﹤0.01%
1,533,214
-298,220
1719
$52.4M ﹤0.01%
706,943
+140,853
1720
$52.4M ﹤0.01%
6,499,168
-217,314
1721
$52.3M ﹤0.01%
2,337,709
-307,142
1722
$52.2M ﹤0.01%
666,421
+5,277
1723
$51.9M ﹤0.01%
3,051,026
+586,734
1724
$51.7M ﹤0.01%
4,829,633
-48,837
1725
$51.7M ﹤0.01%
1,433,777
-25,834
67 68
69
70 71