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
2951
$15.1M ﹤0.01%
613,732
+152,096
2952
$15.1M ﹤0.01%
791,609
+203,009
2953
$15.1M ﹤0.01%
1,390,700
+134,255
2954
$15.1M ﹤0.01%
1,294,459
-36,351
2955
$15.1M ﹤0.01%
1,051,459
-121,059
2956
$15M ﹤0.01%
5,571,241
-732,734
2957
$15M ﹤0.01%
244,253
-7,197
2958
$15M ﹤0.01%
367,847
-16,866
2959
$15M ﹤0.01%
177,726
-36,343
2960
$15M ﹤0.01%
222,831
-92,758
2961
$15M ﹤0.01%
3,120,042
-105,674
2962
$14.9M ﹤0.01%
615,102
-75,429
2963
$14.9M ﹤0.01%
235,227
-51,154
2964
$14.9M ﹤0.01%
1,088,339
+782,312
2965
$14.9M ﹤0.01%
1,842,721
+370,466
2966
$14.9M ﹤0.01%
3,089,137
-103,671
2967
$14.8M ﹤0.01%
678,034
-53,819
2968
$14.8M ﹤0.01%
594,806
-16,562
2969
$14.8M ﹤0.01%
313,930
+177,314
2970
$14.8M ﹤0.01%
235,505
-9,115
2971
$14.8M ﹤0.01%
739,433
+10,579
2972
$14.8M ﹤0.01%
516,165
-154,162
2973
$14.8M ﹤0.01%
1,110,954
-25,317
2974
$14.7M ﹤0.01%
2,666,974
+281,156
2975
$14.7M ﹤0.01%
887,936
-449,426
117 118
119
120 121