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
3101
$12.9M ﹤0.01%
860,979
+567
3102
$12.9M ﹤0.01%
159,164
+19,607
3103
$12.9M ﹤0.01%
539,187
-550,616
3104
$12.9M ﹤0.01%
590,173
+40,192
3105
$12.8M ﹤0.01%
388,120
-10,721
3106
$12.8M ﹤0.01%
811,644
-16,278
3107
$12.8M ﹤0.01%
653,839
+648,030
3108
$12.8M ﹤0.01%
223,936
+18,983
3109
$12.8M ﹤0.01%
384,232
-1,107
3110
$12.8M ﹤0.01%
250,946
+36,096
3111
$12.7M ﹤0.01%
2,448,806
+113,020
3112
$12.7M ﹤0.01%
288,369
+63,110
3113
$12.7M ﹤0.01%
501,988
-199,744
3114
$12.7M ﹤0.01%
235,115
+83,330
3115
$12.7M ﹤0.01%
1,146,076
+397,762
3116
$12.7M ﹤0.01%
155,014
-70,805
3117
$12.7M ﹤0.01%
263,162
+58,788
3118
$12.6M ﹤0.01%
404,872
-18,818
3119
$12.6M ﹤0.01%
262,377
-50,774
3120
$12.6M ﹤0.01%
3,270,894
-1,086,612
3121
$12.6M ﹤0.01%
610,149
+93,449
3122
$12.6M ﹤0.01%
325,613
-31,224
3123
$12.5M ﹤0.01%
218,331
+30,369
3124
$12.5M ﹤0.01%
171,259
+100,971
3125
$12.5M ﹤0.01%
126,833
-20,341
123 124
125
126 127