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
3176
$11.7M ﹤0.01%
1,424,856
-19,230
3177
$11.7M ﹤0.01%
350,335
-12,823
3178
$11.7M ﹤0.01%
257,635
+85,659
3179
$11.6M ﹤0.01%
255,589
-94,689
3180
$11.6M ﹤0.01%
224,505
-3,034
3181
$11.6M ﹤0.01%
696,481
+297,848
3182
$11.6M ﹤0.01%
247,204
+6,694
3183
$11.6M ﹤0.01%
1,283,826
-486,318
3184
$11.6M ﹤0.01%
1,655,935
-507,723
3185
$11.5M ﹤0.01%
264,115
-772,624
3186
$11.5M ﹤0.01%
1,791,292
+529,882
3187
$11.5M ﹤0.01%
575,851
-38,932
3188
$11.5M ﹤0.01%
495,319
-27,210
3189
$11.5M ﹤0.01%
267,871
+29,316
3190
$11.5M ﹤0.01%
990,619
+345,532
3191
$11.5M ﹤0.01%
326,822
+88,857
3192
$11.5M ﹤0.01%
721,615
+11,726
3193
$11.4M ﹤0.01%
523,874
-1,146
3194
$11.4M ﹤0.01%
244,851
-14,200
3195
$11.4M ﹤0.01%
1,758,542
+428,247
3196
$11.4M ﹤0.01%
301,715
-86,530
3197
$11.4M ﹤0.01%
+230,000
3198
$11.4M ﹤0.01%
477,048
-371,402
3199
$11.3M ﹤0.01%
4,415,842
+1,987,628
3200
$11.3M ﹤0.01%
1,074,149
+299,563
126 127
128
129 130