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
3051
$13.7M ﹤0.01%
2,214,238
-1,537,625
3052
$13.6M ﹤0.01%
3,005,073
-299,903
3053
$13.6M ﹤0.01%
2,913,041
-65,834
3054
$13.6M ﹤0.01%
1,044,111
-437,246
3055
$13.6M ﹤0.01%
444,371
-25,853
3056
$13.6M ﹤0.01%
200,493
-6,011
3057
$13.5M ﹤0.01%
190,414
+46,263
3058
$13.5M ﹤0.01%
2,482,018
+1,724,418
3059
$13.5M ﹤0.01%
330,728
-182,763
3060
$13.5M ﹤0.01%
844,085
-317,108
3061
$13.5M ﹤0.01%
1,972,453
+882,105
3062
$13.5M ﹤0.01%
12,237,855
-5,812,533
3063
$13.4M ﹤0.01%
1,210,341
-74,419
3064
$13.4M ﹤0.01%
550,624
+171,352
3065
$13.4M ﹤0.01%
415,589
-297,542
3066
$13.4M ﹤0.01%
243,860
-8,389
3067
$13.3M ﹤0.01%
354,683
-388,526
3068
$13.3M ﹤0.01%
1,077,249
-123,677
3069
$13.3M ﹤0.01%
1,267,567
+433,022
3070
$13.3M ﹤0.01%
275,421
+64,090
3071
$13.3M ﹤0.01%
1,176,690
+111,786
3072
$13.3M ﹤0.01%
280,402
-38,903
3073
$13.3M ﹤0.01%
1,768,312
-195,465
3074
$13.3M ﹤0.01%
832,287
-181,671
3075
$13.3M ﹤0.01%
896,160
+139,540
121 122
123
124 125