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
3076
$13.2M ﹤0.01%
905,508
+626,426
3077
$13.2M ﹤0.01%
2,966,729
+2,019,670
3078
$13.2M ﹤0.01%
260,581
-1,909
3079
$13.2M ﹤0.01%
324,937
-75,638
3080
$13.2M ﹤0.01%
253,537
-69,294
3081
$13.2M ﹤0.01%
2,469,426
-6,949
3082
$13.1M ﹤0.01%
188,754
+98,411
3083
$13.1M ﹤0.01%
321,486
-11,559
3084
$13.1M ﹤0.01%
259,760
+36,857
3085
$13.1M ﹤0.01%
502,080
-313,320
3086
$13.1M ﹤0.01%
3,006,124
-87,735
3087
$13.1M ﹤0.01%
316,297
-3,442
3088
$13M ﹤0.01%
1,260,450
+660,690
3089
$13M ﹤0.01%
849,067
-2,986
3090
$13M ﹤0.01%
256,573
+79,129
3091
$13M ﹤0.01%
978,871
+109,444
3092
$13M ﹤0.01%
461,968
-91,977
3093
$13M ﹤0.01%
516,566
+15,096
3094
$13M ﹤0.01%
425,901
-122,972
3095
$13M ﹤0.01%
485,780
-64,765
3096
$13M ﹤0.01%
1,233,753
+60,143
3097
$13M ﹤0.01%
938,354
-4,913
3098
$13M ﹤0.01%
366,098
+37,759
3099
$13M ﹤0.01%
230,102
-10
3100
$13M ﹤0.01%
1,584,841
+211,613
122 123
124
125 126