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
1801
$47.9M ﹤0.01%
2,061,417
-155,822
1802
$47.9M ﹤0.01%
1,874,843
+27,286
1803
$47.9M ﹤0.01%
423,753
+19,510
1804
$47.8M ﹤0.01%
1,796,655
+350,708
1805
$47.7M ﹤0.01%
1,913,694
-491,529
1806
$47.6M ﹤0.01%
394,353
+27,158
1807
$47.5M ﹤0.01%
1,678,377
-166,900
1808
$47.4M ﹤0.01%
406,402
-4,399
1809
$47.4M ﹤0.01%
293,547
+64,815
1810
$47.4M ﹤0.01%
652,478
+12,895
1811
$47.3M ﹤0.01%
451,828
-38,609
1812
$47.3M ﹤0.01%
1,548,419
+20,831
1813
$47.2M ﹤0.01%
1,815,278
+679,411
1814
$47.1M ﹤0.01%
353,593
+13,672
1815
$47.1M ﹤0.01%
394,880
+10,778
1816
$47.1M ﹤0.01%
966,758
-256,299
1817
$47M ﹤0.01%
1,735,491
+295,052
1818
$47M ﹤0.01%
1,934,360
-426,374
1819
$47M ﹤0.01%
3,478,797
-546,205
1820
$47M ﹤0.01%
335,623
+43,688
1821
$47M ﹤0.01%
324,217
+6,226
1822
$47M ﹤0.01%
1,675,611
+797,746
1823
$46.9M ﹤0.01%
1,116,077
+262,162
1824
$46.8M ﹤0.01%
755,504
-9,867
1825
$46.7M ﹤0.01%
1,081,082
-258,707
71 72
73
74 75