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
2751
$18.3M ﹤0.01%
1,753,663
-407,221
2752
$18.3M ﹤0.01%
209,039
-23,664
2753
$18.3M ﹤0.01%
249,279
+142,529
2754
$18.3M ﹤0.01%
978,556
-275,319
2755
$18.3M ﹤0.01%
1,694,847
-81,641
2756
$18.3M ﹤0.01%
2,623,487
+47,276
2757
$18.3M ﹤0.01%
498,743
-21,462
2758
$18.3M ﹤0.01%
529,193
-10,772
2759
$18.2M ﹤0.01%
1,751,275
+104,580
2760
$18.2M ﹤0.01%
2,520,388
-660,190
2761
$18.2M ﹤0.01%
4,639,162
+1,120,046
2762
$18.2M ﹤0.01%
556,695
+112,681
2763
$18.2M ﹤0.01%
556,465
+2,914
2764
$18.1M ﹤0.01%
959,971
+11,918
2765
$18.1M ﹤0.01%
890,323
+63,959
2766
$18.1M ﹤0.01%
593,610
-68,471
2767
$18.1M ﹤0.01%
371,855
+153,595
2768
$18.1M ﹤0.01%
3,016,234
+173,518
2769
$18M ﹤0.01%
1,021,158
-4,155,959
2770
$18M ﹤0.01%
509,678
+29,944
2771
$18M ﹤0.01%
1,308,256
+59,318
2772
$18M ﹤0.01%
800,463
+128,969
2773
$17.9M ﹤0.01%
849,006
+76,618
2774
$17.9M ﹤0.01%
670,567
+20,341
2775
$17.9M ﹤0.01%
347,212
+292,687
109 110
111
112 113