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
2976
$14.7M ﹤0.01%
292,567
+74,324
2977
$14.7M ﹤0.01%
254,351
-13,107
2978
$14.7M ﹤0.01%
501,725
-11,942
2979
$14.6M ﹤0.01%
252,660
+17,073
2980
$14.6M ﹤0.01%
959,103
-176,945
2981
$14.6M ﹤0.01%
838,283
-314,361
2982
$14.6M ﹤0.01%
665,738
-477,575
2983
$14.6M ﹤0.01%
166,546
+163,547
2984
$14.6M ﹤0.01%
224,719
+10,324
2985
$14.6M ﹤0.01%
2,959,336
-27,711
2986
$14.6M ﹤0.01%
1,341,053
+16,177
2987
$14.5M ﹤0.01%
1,266,681
-1,766
2988
$14.5M ﹤0.01%
249,943
-1,631
2989
$14.5M ﹤0.01%
1,299,126
-252,366
2990
$14.5M ﹤0.01%
1,459,851
+25,583
2991
$14.5M ﹤0.01%
2,640,414
+528,174
2992
$14.5M ﹤0.01%
448,490
-124,923
2993
$14.5M ﹤0.01%
163,077
+11,191
2994
$14.5M ﹤0.01%
343,331
-216,961
2995
$14.5M ﹤0.01%
1,557,759
+1,017,165
2996
$14.5M ﹤0.01%
783,623
-201,142
2997
$14.4M ﹤0.01%
131,908
+61,123
2998
$14.4M ﹤0.01%
356,781
+215,173
2999
$14.4M ﹤0.01%
1,051,055
-422,064
3000
$14.4M ﹤0.01%
260,036
+10,838
118 119
120
121 122