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
2351
$26.8M ﹤0.01%
198,800
-1,931
2352
$26.8M ﹤0.01%
2,326,453
-72,177
2353
$26.8M ﹤0.01%
2,022,601
-737,096
2354
$26.8M ﹤0.01%
584,478
-54,629
2355
$26.8M ﹤0.01%
2,547,710
+743,959
2356
$26.7M ﹤0.01%
1,031,043
-38,214
2357
$26.7M ﹤0.01%
1,495,356
+115,787
2358
$26.7M ﹤0.01%
1,310,542
+143,148
2359
$26.7M ﹤0.01%
562,973
-24,174
2360
$26.7M ﹤0.01%
4,160,269
-2,131,792
2361
$26.6M ﹤0.01%
270,471
+63,109
2362
$26.6M ﹤0.01%
1,200,657
-34,612
2363
$26.6M ﹤0.01%
4,942,654
+168,134
2364
$26.5M ﹤0.01%
607,807
+83,326
2365
$26.5M ﹤0.01%
458,703
+4,765
2366
$26.5M ﹤0.01%
199,983
+118
2367
$26.5M ﹤0.01%
1,488,742
+317,005
2368
$26.4M ﹤0.01%
290,060
-51,595
2369
$26.4M ﹤0.01%
532,465
+21,741
2370
$26.4M ﹤0.01%
1,209,863
+34,015
2371
$26.3M ﹤0.01%
319,909
+26,143
2372
$26.3M ﹤0.01%
1,139,707
+178,060
2373
$26.2M ﹤0.01%
1,266,538
-296,532
2374
$26.2M ﹤0.01%
50,843
+12,543
2375
$26.2M ﹤0.01%
3,900,371
+2,146,886
93 94
95
96 97