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
2001
$38.3M ﹤0.01%
818,581
+102,757
2002
$38.3M ﹤0.01%
1,313,567
+335,699
2003
$38.2M ﹤0.01%
455,473
-50,376
2004
$38.2M ﹤0.01%
2,384,434
+44,010
2005
$38.2M ﹤0.01%
354,506
+169,409
2006
$38.1M ﹤0.01%
4,766,844
-263,513
2007
$38.1M ﹤0.01%
913,226
-15,165
2008
$38.1M ﹤0.01%
822,895
-4,689
2009
$38.1M ﹤0.01%
348,885
-13,593
2010
$38.1M ﹤0.01%
967,832
-12,717
2011
$38.1M ﹤0.01%
1,821,931
-18,004
2012
$38.1M ﹤0.01%
1,385,952
-462,886
2013
$38M ﹤0.01%
2,077,617
-112,273
2014
$37.9M ﹤0.01%
2,411,319
+391,767
2015
$37.9M ﹤0.01%
578,889
-13,993
2016
$37.7M ﹤0.01%
255,979
+12,108
2017
$37.7M ﹤0.01%
205,926
+6,276
2018
$37.7M ﹤0.01%
4,794,092
+2,094,674
2019
$37.6M ﹤0.01%
854,443
+35,189
2020
$37.6M ﹤0.01%
838,625
+226,425
2021
$37.5M ﹤0.01%
818,421
-23,910
2022
$37.4M ﹤0.01%
+1,636,074
2023
$37.3M ﹤0.01%
2,996,721
+205,950
2024
$37.3M ﹤0.01%
590,658
-17,002
2025
$37.3M ﹤0.01%
1,980,069
-34,857
79 80
81
82 83