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
3001
$14.4M ﹤0.01%
2,646,070
+2,147,068
3002
$14.4M ﹤0.01%
431,552
+33,826
3003
$14.4M ﹤0.01%
1,088,203
-3,777
3004
$14.4M ﹤0.01%
1,399,149
-127,057
3005
$14.4M ﹤0.01%
581,409
+82,113
3006
$14.3M ﹤0.01%
3,752,056
-341,825
3007
$14.3M ﹤0.01%
864,209
-7,362
3008
$14.3M ﹤0.01%
+932,151
3009
$14.3M ﹤0.01%
234,366
+45,698
3010
$14.3M ﹤0.01%
1,329,647
+909,819
3011
$14.3M ﹤0.01%
624,173
-566,152
3012
$14.3M ﹤0.01%
352,387
-154,017
3013
$14.2M ﹤0.01%
294,494
-48,129
3014
$14.2M ﹤0.01%
517,829
+50,654
3015
$14.2M ﹤0.01%
331,102
-187,203
3016
$14.2M ﹤0.01%
4,494
-442
3017
$14.2M ﹤0.01%
201,889
+135,388
3018
$14.2M ﹤0.01%
138,235
+26,607
3019
$14.1M ﹤0.01%
99,337
-2,039
3020
$14.1M ﹤0.01%
283,801
-9,743
3021
$14.1M ﹤0.01%
726,492
-61,541
3022
$14M ﹤0.01%
1,457,146
+445,358
3023
$14M ﹤0.01%
1,101,463
-1,330,885
3024
$14M ﹤0.01%
152,772
-8,008
3025
$14M ﹤0.01%
824,373
+26,937
119 120
121
122 123