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
1726
$51.5M ﹤0.01%
707,381
-84,743
1727
$51.4M ﹤0.01%
4,598,487
+781,763
1728
$51.4M ﹤0.01%
994,534
-121,517
1729
$51.3M ﹤0.01%
2,283,437
-2,410,410
1730
$51.3M ﹤0.01%
882,224
+111,181
1731
$51.3M ﹤0.01%
396,228
+57,871
1732
$51.3M ﹤0.01%
216,639
-5,458
1733
$51.2M ﹤0.01%
1,378,786
+115,274
1734
$51.2M ﹤0.01%
1,254,234
-283,062
1735
$51.2M ﹤0.01%
1,884,685
-514,233
1736
$51M ﹤0.01%
512,552
+27,580
1737
$51M ﹤0.01%
2,115,592
+162,145
1738
$50.9M ﹤0.01%
1,527,317
+22,774
1739
$50.9M ﹤0.01%
1,136,328
-42,436
1740
$50.7M ﹤0.01%
8,087,880
-34,399
1741
$50.7M ﹤0.01%
1,307,311
+923,765
1742
$50.6M ﹤0.01%
2,943,709
+97,542
1743
$50.6M ﹤0.01%
616,310
-20,644
1744
$50.6M ﹤0.01%
1,287,862
+945,484
1745
$50.4M ﹤0.01%
293,841
+27,004
1746
$50.3M ﹤0.01%
1,005,589
-49,386
1747
$50.3M ﹤0.01%
2,647,868
-475,693
1748
$50.3M ﹤0.01%
9,019,340
-295,817
1749
$50.2M ﹤0.01%
947,207
-52,164
1750
$50.2M ﹤0.01%
18,387,399
+1,188,704
68 69
70
71 72