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
3126
$12.5M ﹤0.01%
280,868
+150,080
3127
$12.5M ﹤0.01%
864,031
+530,859
3128
$12.5M ﹤0.01%
207,502
+21,471
3129
$12.5M ﹤0.01%
1,459,948
+98,467
3130
$12.4M ﹤0.01%
2,406,080
-645,043
3131
$12.3M ﹤0.01%
1,720,348
-884,418
3132
$12.3M ﹤0.01%
1,471,954
+6,042
3133
$12.3M ﹤0.01%
204,572
+47,770
3134
$12.3M ﹤0.01%
326,119
-254,943
3135
$12.3M ﹤0.01%
179,269
+1,205
3136
$12.2M ﹤0.01%
85,833
-36,945
3137
$12.2M ﹤0.01%
289,096
-32,703
3138
$12.2M ﹤0.01%
2,041,308
-535,412
3139
$12.2M ﹤0.01%
628,555
+48,324
3140
$12.2M ﹤0.01%
755,862
+403,925
3141
$12.2M ﹤0.01%
294,270
-451,920
3142
$12.2M ﹤0.01%
387,432
-216,749
3143
$12.2M ﹤0.01%
308,387
-2,323
3144
$12.2M ﹤0.01%
1,070,814
+709,922
3145
$12.2M ﹤0.01%
928,556
+156,680
3146
$12.1M ﹤0.01%
72,048
+1,189
3147
$12.1M ﹤0.01%
243,802
-58,298
3148
$12.1M ﹤0.01%
3,424,488
+404,044
3149
$12M ﹤0.01%
376,568
+164,060
3150
$12M ﹤0.01%
209,264
-105,963
124 125
126
127 128