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
3026
$13.9M ﹤0.01%
256,097
-26,906
3027
$13.9M ﹤0.01%
1,832,922
+407,742
3028
$13.9M ﹤0.01%
382,668
-133,940
3029
$13.9M ﹤0.01%
212,975
+13,461
3030
$13.9M ﹤0.01%
800,310
-91,316
3031
$13.9M ﹤0.01%
1,076,076
-514,104
3032
$13.9M ﹤0.01%
2,079,806
-70,360
3033
$13.9M ﹤0.01%
1,599,500
+92,493
3034
$13.8M ﹤0.01%
875,236
-30,101
3035
$13.8M ﹤0.01%
833,955
-624,604
3036
$13.8M ﹤0.01%
286,236
+752
3037
$13.8M ﹤0.01%
806,524
-950,115
3038
$13.8M ﹤0.01%
1,179,852
-159,986
3039
$13.8M ﹤0.01%
499,893
+5,234
3040
$13.8M ﹤0.01%
1,085,785
+323,400
3041
$13.8M ﹤0.01%
874,812
-1,123,804
3042
$13.8M ﹤0.01%
202,703
-199,297
3043
$13.7M ﹤0.01%
241,778
+111,112
3044
$13.7M ﹤0.01%
1,015,422
+171,416
3045
$13.7M ﹤0.01%
337,936
-33,018
3046
$13.7M ﹤0.01%
1,130,762
+522,705
3047
$13.7M ﹤0.01%
230,797
-1,219
3048
$13.7M ﹤0.01%
199,477
+8,007
3049
$13.7M ﹤0.01%
202,342
+21,935
3050
$13.7M ﹤0.01%
603,308
+129,802
120 121
122
123 124