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
3326
$9.61M ﹤0.01%
723,251
-128,095
3327
$9.61M ﹤0.01%
376,750
+38,536
3328
$9.61M ﹤0.01%
149,630
-24,567
3329
$9.59M ﹤0.01%
218,120
+11,946
3330
$9.59M ﹤0.01%
245,454
-8,372
3331
$9.54M ﹤0.01%
287,842
-64,706
3332
$9.54M ﹤0.01%
59,290
+2,405
3333
$9.53M ﹤0.01%
2,739,442
+1,979,861
3334
$9.53M ﹤0.01%
167,128
+5,564
3335
$9.53M ﹤0.01%
325,504
+170,456
3336
$9.53M ﹤0.01%
244,116
-4,779
3337
$9.52M ﹤0.01%
183,889
-76,226
3338
$9.5M ﹤0.01%
684,732
+142,254
3339
$9.47M ﹤0.01%
4,227,177
-701,216
3340
$9.45M ﹤0.01%
328,506
-59,734
3341
$9.44M ﹤0.01%
516,717
-215,838
3342
$9.42M ﹤0.01%
543,814
+279,105
3343
$9.42M ﹤0.01%
189,832
+53,619
3344
$9.41M ﹤0.01%
243,532
+38,921
3345
$9.4M ﹤0.01%
199,808
-10,008
3346
$9.37M ﹤0.01%
2,965,229
+244,834
3347
$9.36M ﹤0.01%
497,217
+97,012
3348
$9.35M ﹤0.01%
737,721
+1,055
3349
$9.34M ﹤0.01%
440,641
+25,440
3350
$9.34M ﹤0.01%
636,082
+29,264