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
2101
$34.8M ﹤0.01%
341,000
-163,946
2102
$34.7M ﹤0.01%
568,505
+262,338
2103
$34.7M ﹤0.01%
+988,997
2104
$34.6M ﹤0.01%
365,959
+44,704
2105
$34.6M ﹤0.01%
1,790,854
+1,142
2106
$34.6M ﹤0.01%
2,803,666
+80,761
2107
$34.6M ﹤0.01%
659,435
+550,866
2108
$34.5M ﹤0.01%
417,006
+104,128
2109
$34.5M ﹤0.01%
2,751,827
-26,538
2110
$34.4M ﹤0.01%
257,376
+120,805
2111
$34.4M ﹤0.01%
330,700
+30,798
2112
$34.4M ﹤0.01%
333,029
+112,395
2113
$34.3M ﹤0.01%
1,147,943
+337,024
2114
$34.3M ﹤0.01%
1,871,401
+562,650
2115
$34.3M ﹤0.01%
315,601
-31,900
2116
$34.3M ﹤0.01%
996,398
-50,122
2117
$34.3M ﹤0.01%
405,876
+196,611
2118
$34.3M ﹤0.01%
349,102
+17,188
2119
$34.2M ﹤0.01%
706,132
-27,089
2120
$34.2M ﹤0.01%
776,368
+158,040
2121
$34.2M ﹤0.01%
429,294
-100,034
2122
$34.1M ﹤0.01%
1,846,944
+20,623
2123
$34.1M ﹤0.01%
2,323,719
-695,323
2124
$34.1M ﹤0.01%
340,643
-3,381
2125
$34.1M ﹤0.01%
1,265,352
+1,155,179
83 84
85
86 87