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
2251
$29.4M ﹤0.01%
1,511,128
+420,878
2252
$29.4M ﹤0.01%
991,291
+71,701
2253
$29.3M ﹤0.01%
237,477
-77,698
2254
$29.3M ﹤0.01%
473,611
-8,815
2255
$29.3M ﹤0.01%
386,657
+201,986
2256
$29.3M ﹤0.01%
793,196
+71,835
2257
$29.2M ﹤0.01%
457,629
+366,103
2258
$29.2M ﹤0.01%
1,837,897
+173,487
2259
$29.2M ﹤0.01%
1,379,663
-198,870
2260
$29.2M ﹤0.01%
1,380,948
-32,851
2261
$29.1M ﹤0.01%
457,834
-3,361
2262
$29.1M ﹤0.01%
1,194,128
+261,452
2263
$29.1M ﹤0.01%
3,939,317
-84,523
2264
$29.1M ﹤0.01%
726,433
-3,004
2265
$29.1M ﹤0.01%
2,113,066
-914,087
2266
$28.9M ﹤0.01%
275,829
+1,827
2267
$28.9M ﹤0.01%
1,070,318
+224,524
2268
$28.9M ﹤0.01%
1,248,912
-693,089
2269
$28.9M ﹤0.01%
2,488,054
-85,750
2270
$28.9M ﹤0.01%
765,769
-261,176
2271
$28.9M ﹤0.01%
2,169,485
+274,525
2272
$28.9M ﹤0.01%
1,960,247
-49,294
2273
$28.8M ﹤0.01%
1,269,697
-3,990
2274
$28.8M ﹤0.01%
742,892
+11,726
2275
$28.8M ﹤0.01%
2,705,575
+134,370
89 90
91
92 93