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
2176
$31.7M ﹤0.01%
858,817
+71,458
2177
$31.7M ﹤0.01%
4,860,828
+2,182,712
2178
$31.7M ﹤0.01%
600,735
+195,976
2179
$31.6M ﹤0.01%
779,717
-41,758
2180
$31.6M ﹤0.01%
1,258,209
-16,226
2181
$31.6M ﹤0.01%
4,621,060
+196,063
2182
$31.5M ﹤0.01%
1,515,374
+1,328,471
2183
$31.5M ﹤0.01%
693,962
+12,113
2184
$31.5M ﹤0.01%
627,980
-86,772
2185
$31.5M ﹤0.01%
1,370,023
-57,954
2186
$31.5M ﹤0.01%
1,019,498
+42,999
2187
$31.4M ﹤0.01%
748,940
+68,881
2188
$31.3M ﹤0.01%
884,120
+38,778
2189
$31.3M ﹤0.01%
1,961,944
-1,460,061
2190
$31.1M ﹤0.01%
528,250
+30,268
2191
$31.1M ﹤0.01%
334,264
-1,582
2192
$31.1M ﹤0.01%
562,423
-55,664
2193
$31M ﹤0.01%
3,452,896
+754,670
2194
$30.9M ﹤0.01%
762,370
-26,445
2195
$30.9M ﹤0.01%
60,118
-16,139
2196
$30.9M ﹤0.01%
409,692
-80,762
2197
$30.9M ﹤0.01%
641,646
+146,769
2198
$30.9M ﹤0.01%
2,070,466
+113,051
2199
$30.9M ﹤0.01%
2,643,726
+54,235
2200
$30.9M ﹤0.01%
1,838,706
+1,448,157
86 87
88
89 90