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
1901
$43M ﹤0.01%
502,007
+142,324
1902
$43M ﹤0.01%
1,875,732
-135,893
1903
$43M ﹤0.01%
919,908
-454,701
1904
$43M ﹤0.01%
3,352,925
-238,090
1905
$42.9M ﹤0.01%
1,340,072
+68,333
1906
$42.9M ﹤0.01%
1,637,955
+28,450
1907
$42.8M ﹤0.01%
485,191
+71,531
1908
$42.8M ﹤0.01%
712,589
+38,659
1909
$42.7M ﹤0.01%
1,315,579
-197,499
1910
$42.7M ﹤0.01%
174,694
-260,175
1911
$42.6M ﹤0.01%
1,706,597
+383,626
1912
$42.4M ﹤0.01%
2,157,656
-2,026
1913
$42.4M ﹤0.01%
1,122,893
+123,176
1914
$42.4M ﹤0.01%
3,736,594
-189,279
1915
$42.4M ﹤0.01%
5,981,102
+180,449
1916
$42.4M ﹤0.01%
2,957,841
+31,655
1917
$42.2M ﹤0.01%
642,190
+30,076
1918
$42.2M ﹤0.01%
3,728,652
+626,276
1919
$42.2M ﹤0.01%
2,446,514
-996,968
1920
$42M ﹤0.01%
9,750,564
-1,646,847
1921
$42M ﹤0.01%
1,892,183
-353,368
1922
$42M ﹤0.01%
466,705
+30,821
1923
$42M ﹤0.01%
379,397
+124,571
1924
$42M ﹤0.01%
2,255,874
-42,376
1925
$41.9M ﹤0.01%
9,640,253
+3,747,199
75 76
77
78 79