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
1826
$46.7M ﹤0.01%
611,966
-19,066
1827
$46.7M ﹤0.01%
2,166,517
-866,781
1828
$46.6M ﹤0.01%
680,764
-35,220
1829
$46.6M ﹤0.01%
857,231
+401,626
1830
$46.6M ﹤0.01%
729,130
+186,974
1831
$46.4M ﹤0.01%
2,835,465
+486,120
1832
$46.4M ﹤0.01%
518,347
-27,686
1833
$46.4M ﹤0.01%
1,516,757
-546,284
1834
$46.3M ﹤0.01%
1,303,623
-32,089
1835
$46.3M ﹤0.01%
844,068
-238,143
1836
$46.2M ﹤0.01%
4,155,579
+3,343,002
1837
$46M ﹤0.01%
922,952
+287,673
1838
$46M ﹤0.01%
859,540
+16,169
1839
$46M ﹤0.01%
906,633
-220,020
1840
$46M ﹤0.01%
1,364,531
-328,387
1841
$45.9M ﹤0.01%
1,786,485
+1,695,606
1842
$45.9M ﹤0.01%
1,754,479
-69,534
1843
$45.6M ﹤0.01%
3,689,773
+155,721
1844
$45.5M ﹤0.01%
2,366,349
+454,128
1845
$45.5M ﹤0.01%
226,747
-64,415
1846
$45.4M ﹤0.01%
923,902
+315,006
1847
$45.4M ﹤0.01%
421,259
-637,430
1848
$45.4M ﹤0.01%
807,344
+117,789
1849
$45.3M ﹤0.01%
433,245
-26,963
1850
$45.2M ﹤0.01%
2,460,452
-211,728
72 73
74
75 76