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
1751
$50.2M ﹤0.01%
1,223,776
+4,540
1752
$50.2M ﹤0.01%
747,265
+225,794
1753
$50.2M ﹤0.01%
167,477
+26,561
1754
$50.2M ﹤0.01%
6,043,675
+829,026
1755
$50.1M ﹤0.01%
886,952
+273,944
1756
$50M ﹤0.01%
839,725
-254,832
1757
$50M ﹤0.01%
565,308
+134,772
1758
$50M ﹤0.01%
6,225,266
+175,630
1759
$50M ﹤0.01%
2,727,037
-185,631
1760
$49.9M ﹤0.01%
711,455
-144,033
1761
$49.9M ﹤0.01%
567,779
+32,924
1762
$49.8M ﹤0.01%
390,213
-28,168
1763
$49.7M ﹤0.01%
2,014,224
+74,502
1764
$49.7M ﹤0.01%
471,395
+171,485
1765
$49.6M ﹤0.01%
2,847,163
-294,127
1766
$49.6M ﹤0.01%
171,036
-184,714
1767
$49.5M ﹤0.01%
1,032,724
+276,350
1768
$49.5M ﹤0.01%
2,507,752
-1,016,300
1769
$49.5M ﹤0.01%
4,992,727
-4,712,121
1770
$49.5M ﹤0.01%
2,860,440
-274,624
1771
$49.5M ﹤0.01%
3,429,052
-1,297,235
1772
$49.5M ﹤0.01%
1,388,256
+533,390
1773
$49.4M ﹤0.01%
2,248,872
+175,675
1774
$49.3M ﹤0.01%
1,253,226
-110,875
1775
$49.1M ﹤0.01%
2,075,450
+47,879
69 70
71
72 73