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
1851
$45.2M ﹤0.01%
999,141
+70,939
1852
$45.1M ﹤0.01%
1,794,688
-211,661
1853
$45M ﹤0.01%
1,898,139
+1,456,486
1854
$44.9M ﹤0.01%
5,193,404
+68,337
1855
$44.8M ﹤0.01%
2,552,572
-153,748
1856
$44.6M ﹤0.01%
1,515,542
+165,449
1857
$44.5M ﹤0.01%
1,787,226
+1,235,991
1858
$44.5M ﹤0.01%
162,036
-35,602
1859
$44.4M ﹤0.01%
507,268
+13,525
1860
$44.4M ﹤0.01%
305,842
+70,566
1861
$44.4M ﹤0.01%
548,865
+56,417
1862
$44.4M ﹤0.01%
451,975
+31,953
1863
$44.4M ﹤0.01%
414,698
-98,808
1864
$44.4M ﹤0.01%
1,563,324
-276,187
1865
$44.3M ﹤0.01%
100,524
+11,619
1866
$44.2M ﹤0.01%
1,186,003
+22,080
1867
$44.2M ﹤0.01%
829,773
+22,242
1868
$44.1M ﹤0.01%
5,559,858
+258,017
1869
$44.1M ﹤0.01%
2,560,125
+2,503,603
1870
$44M ﹤0.01%
1,154,166
-33,485
1871
$44M ﹤0.01%
411,039
-21,609
1872
$44M ﹤0.01%
724,410
+317,688
1873
$43.9M ﹤0.01%
1,623,194
-272,510
1874
$43.9M ﹤0.01%
3,015,983
-194,684
1875
$43.8M ﹤0.01%
734,200
+77,327
73 74
75
76 77