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
3251
$10.7M ﹤0.01%
257,393
+67,188
3252
$10.7M ﹤0.01%
287,695
-147,811
3253
$10.6M ﹤0.01%
86,115
-15,277
3254
$10.6M ﹤0.01%
1,257,488
+526,193
3255
$10.6M ﹤0.01%
317,163
-1,415
3256
$10.6M ﹤0.01%
97,734
-1,936
3257
$10.6M ﹤0.01%
307,566
-33,603
3258
$10.6M ﹤0.01%
70,247
-4,416
3259
$10.6M ﹤0.01%
248,552
-16,472
3260
$10.6M ﹤0.01%
170,009
+1,110
3261
$10.5M ﹤0.01%
1,153,337
-63,159
3262
$10.5M ﹤0.01%
3,134,009
+336,784
3263
$10.5M ﹤0.01%
289,233
+68,931
3264
$10.4M ﹤0.01%
669,643
+438,777
3265
$10.4M ﹤0.01%
1,871,853
-657,524
3266
$10.4M ﹤0.01%
880,167
+352,260
3267
$10.4M ﹤0.01%
893,378
-48,654
3268
$10.4M ﹤0.01%
+306,121
3269
$10.3M ﹤0.01%
1,444,118
+444,457
3270
$10.3M ﹤0.01%
2,551,155
+228,281
3271
$10.3M ﹤0.01%
3,147,989
+82,200
3272
$10.3M ﹤0.01%
212,824
-125,281
3273
$10.3M ﹤0.01%
95,124
-7,603
3274
$10.3M ﹤0.01%
199,001
+11,434
3275
$10.3M ﹤0.01%
475,381
-29,239
129 130
131
132 133