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
2276
$28.8M ﹤0.01%
471,751
+48,931
2277
$28.8M ﹤0.01%
+578,059
2278
$28.7M ﹤0.01%
16,140,504
+5,706,055
2279
$28.7M ﹤0.01%
4,605,655
+3,476,397
2280
$28.7M ﹤0.01%
673,190
+16,890
2281
$28.7M ﹤0.01%
1,402,192
+701,014
2282
$28.7M ﹤0.01%
3,489,662
-37,958
2283
$28.7M ﹤0.01%
4,709,389
-827,110
2284
$28.7M ﹤0.01%
2,077,553
+1,208,612
2285
$28.6M ﹤0.01%
302,118
+7,110
2286
$28.5M ﹤0.01%
336,048
-110,154
2287
$28.5M ﹤0.01%
519,100
-122,559
2288
$28.4M ﹤0.01%
1,223,878
+295,752
2289
$28.4M ﹤0.01%
958,238
+118,817
2290
$28.4M ﹤0.01%
760,679
-54,786
2291
$28.4M ﹤0.01%
844,858
-73,574
2292
$28.3M ﹤0.01%
582,668
+34,748
2293
$28.2M ﹤0.01%
540,284
-61,274
2294
$28.2M ﹤0.01%
2,033,547
+706,274
2295
$28.2M ﹤0.01%
273,472
+68,214
2296
$28.2M ﹤0.01%
1,539,598
+262,845
2297
$28.1M ﹤0.01%
386,767
-56,579
2298
$28.1M ﹤0.01%
518,303
+75,296
2299
$28.1M ﹤0.01%
140,416
+5,949
2300
$28M ﹤0.01%
61,970
+1,337
90 91
92
93 94