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
1951
$40.5M ﹤0.01%
4,697,429
+94,960
1952
$40.5M ﹤0.01%
940,382
-134,054
1953
$40.5M ﹤0.01%
33,840
-991
1954
$40.5M ﹤0.01%
392,085
-34,714
1955
$40.4M ﹤0.01%
455,683
+227,124
1956
$40.4M ﹤0.01%
3,292,933
+141,991
1957
$40.4M ﹤0.01%
2,988,819
+869,668
1958
$40.4M ﹤0.01%
2,383,237
+637,423
1959
$40.4M ﹤0.01%
669,543
-712,297
1960
$40.4M ﹤0.01%
175,434
+12,695
1961
$40.3M ﹤0.01%
3,716,173
-253,880
1962
$40.3M ﹤0.01%
2,281,227
+1,739,619
1963
$40.3M ﹤0.01%
4,927,030
+406,245
1964
$40.2M ﹤0.01%
814,955
-91,591
1965
$39.9M ﹤0.01%
1,854,738
-309,416
1966
$39.7M ﹤0.01%
1,733,200
-31,657
1967
$39.7M ﹤0.01%
1,961,878
-228,643
1968
$39.6M ﹤0.01%
1,855,093
+6,204
1969
$39.6M ﹤0.01%
739,364
-37,660
1970
$39.5M ﹤0.01%
727,222
-321,619
1971
$39.5M ﹤0.01%
3,853,104
-802,276
1972
$39.5M ﹤0.01%
3,325,004
-86,132
1973
$39.5M ﹤0.01%
720,066
+14,868
1974
$39.5M ﹤0.01%
486,364
+86,355
1975
$39.3M ﹤0.01%
1,191,119
-130,405
77 78
79
80 81