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
1926
$41.9M ﹤0.01%
393,054
-101,121
1927
$41.9M ﹤0.01%
3,995,087
+93,061
1928
$41.8M ﹤0.01%
2,219,109
+721,980
1929
$41.8M ﹤0.01%
1,087,809
+250,879
1930
$41.7M ﹤0.01%
976,254
-107,408
1931
$41.7M ﹤0.01%
1,944,409
+143,782
1932
$41.6M ﹤0.01%
792,670
-27,656
1933
$41.5M ﹤0.01%
1,989,700
-541,099
1934
$41.4M ﹤0.01%
253,651
-1,599
1935
$41.4M ﹤0.01%
829,826
-141,977
1936
$41.3M ﹤0.01%
8,298,703
+2,952,907
1937
$41.3M ﹤0.01%
287,980
+154,776
1938
$41.2M ﹤0.01%
2,073,908
-420,191
1939
$41.1M ﹤0.01%
654,994
-519,559
1940
$41.1M ﹤0.01%
2,123,520
-1,361,426
1941
$41.1M ﹤0.01%
1,019,411
-378,734
1942
$41M ﹤0.01%
546,447
+31,380
1943
$41M ﹤0.01%
830,238
-243
1944
$40.8M ﹤0.01%
1,125,764
+37,297
1945
$40.8M ﹤0.01%
1,042,950
-27,419
1946
$40.8M ﹤0.01%
2,193,822
+1,204,985
1947
$40.7M ﹤0.01%
6,646,671
+168,170
1948
$40.7M ﹤0.01%
1,267,163
+49,825
1949
$40.6M ﹤0.01%
300,385
-72,924
1950
$40.6M ﹤0.01%
1,080,892
+238,032
76 77
78
79 80