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
3201
$11.3M ﹤0.01%
620,381
-1,208,881
3202
$11.3M ﹤0.01%
279,760
-1,743
3203
$11.3M ﹤0.01%
92,419
+65,685
3204
$11.3M ﹤0.01%
466,518
-8,968
3205
$11.3M ﹤0.01%
495,262
-25,646
3206
$11.3M ﹤0.01%
2,035,637
+77,934
3207
$11.3M ﹤0.01%
253,895
-40,225
3208
$11.2M ﹤0.01%
507,669
-35,890
3209
$11.2M ﹤0.01%
2,135,321
+817,196
3210
$11.2M ﹤0.01%
403,112
-195,322
3211
$11.2M ﹤0.01%
883,849
+568,093
3212
$11.2M ﹤0.01%
1,619,432
-364,109
3213
$11.2M ﹤0.01%
249,280
+83,680
3214
$11.2M ﹤0.01%
377,278
-128,372
3215
$11.2M ﹤0.01%
256,443
+21,346
3216
$11.2M ﹤0.01%
595,768
-78,647
3217
$11.1M ﹤0.01%
512,754
-9,941
3218
$11.1M ﹤0.01%
508,820
+7,277
3219
$11.1M ﹤0.01%
1,978,700
-987,350
3220
$11.1M ﹤0.01%
238,270
+221,076
3221
$11.1M ﹤0.01%
397,870
+86,646
3222
$11.1M ﹤0.01%
191,177
-42,090
3223
$11.1M ﹤0.01%
311,159
+6,074
3224
$11.1M ﹤0.01%
305,438
-1,231,352
3225
$11M ﹤0.01%
167,598
+9,027
127 128
129
130 131