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
2401
$25.3M ﹤0.01%
470,524
+197,702
2402
$25.3M ﹤0.01%
522,824
-1,796,234
2403
$25.3M ﹤0.01%
474,888
-3,431
2404
$25.3M ﹤0.01%
480,153
-63,590
2405
$25.3M ﹤0.01%
1,684,280
+886,986
2406
$25.3M ﹤0.01%
1,102,194
+84,878
2407
$25.2M ﹤0.01%
723,917
+158,577
2408
$25.2M ﹤0.01%
836,950
-23,138
2409
$25.2M ﹤0.01%
836,111
-49,234
2410
$25.2M ﹤0.01%
839,175
-158,046
2411
$25.2M ﹤0.01%
299,332
+8,659
2412
$25.2M ﹤0.01%
350,837
-216,431
2413
$25.1M ﹤0.01%
1,134,537
-66,557
2414
$25.1M ﹤0.01%
2,171,874
-412,304
2415
$25.1M ﹤0.01%
1,291,987
+449,248
2416
$25.1M ﹤0.01%
1,111,129
+200,224
2417
$25M ﹤0.01%
553,385
+8,685
2418
$25M ﹤0.01%
398,212
-16,201
2419
$25M ﹤0.01%
2,479,533
-2,551
2420
$25M ﹤0.01%
1,015,056
+81,978
2421
$25M ﹤0.01%
489,572
+19,807
2422
$25M ﹤0.01%
1,150,424
+311,895
2423
$25M ﹤0.01%
548,416
+55,521
2424
$25M ﹤0.01%
653,583
-149,350
2425
$24.9M ﹤0.01%
718,802
+70,410
95 96
97
98 99