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
1876
$43.7M ﹤0.01%
1,093,148
+50,748
1877
$43.7M ﹤0.01%
701,167
+115,417
1878
$43.7M ﹤0.01%
2,021,005
-850,287
1879
$43.7M ﹤0.01%
3,381,762
-96,097
1880
$43.6M ﹤0.01%
6,826,889
+1,429,633
1881
$43.6M ﹤0.01%
1,294,073
-43,343
1882
$43.6M ﹤0.01%
332,676
-48,468
1883
$43.6M ﹤0.01%
1,711,956
+130,098
1884
$43.5M ﹤0.01%
11,520,627
+1,061,984
1885
$43.5M ﹤0.01%
1,509,379
-62,641
1886
$43.4M ﹤0.01%
1,125,170
+52,790
1887
$43.4M ﹤0.01%
1,477,498
-114,772
1888
$43.4M ﹤0.01%
697,406
+80,437
1889
$43.4M ﹤0.01%
1,879,789
+231,175
1890
$43.4M ﹤0.01%
1,729,150
+28,092
1891
$43.3M ﹤0.01%
911,627
-101,646
1892
$43.3M ﹤0.01%
10,051,121
-1,557,841
1893
$43.3M ﹤0.01%
1,281,596
-332,505
1894
$43.3M ﹤0.01%
3,540,206
-442,265
1895
$43.2M ﹤0.01%
1,849,328
+329,272
1896
$43.2M ﹤0.01%
1,312,589
-182,546
1897
$43.1M ﹤0.01%
782,867
-89,273
1898
$43.1M ﹤0.01%
534,915
-92,744
1899
$43.1M ﹤0.01%
1,128,047
-43,890
1900
$43M ﹤0.01%
2,287,983
-131,520
74 75
76
77 78