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
3401
$8.56M ﹤0.01%
2,182,941
+787,289
3402
$8.55M ﹤0.01%
585,277
+154,842
3403
$8.53M ﹤0.01%
134,712
+4,010
3404
$8.53M ﹤0.01%
308,983
-19,951
3405
$8.52M ﹤0.01%
139,544
+18,119
3406
$8.51M ﹤0.01%
887,839
-1,315,901
3407
$8.51M ﹤0.01%
198,024
-5,111
3408
$8.5M ﹤0.01%
277,350
+86,016
3409
$8.49M ﹤0.01%
179,271
-12,611
3410
$8.47M ﹤0.01%
308,681
+69,513
3411
$8.47M ﹤0.01%
1,242,137
-51,565
3412
$8.47M ﹤0.01%
618,648
+537,608
3413
$8.46M ﹤0.01%
543,267
+16,174
3414
$8.46M ﹤0.01%
312,804
-1,519,946
3415
$8.44M ﹤0.01%
339,008
+2,841
3416
$8.43M ﹤0.01%
202,628
-391,955
3417
$8.43M ﹤0.01%
302,484
-139,780
3418
$8.41M ﹤0.01%
+111,901
3419
$8.4M ﹤0.01%
642,489
+880
3420
$8.39M ﹤0.01%
205,298
+1,227
3421
$8.38M ﹤0.01%
+198,541
3422
$8.36M ﹤0.01%
651,960
+131,876
3423
$8.36M ﹤0.01%
255,050
+86,734
3424
$8.33M ﹤0.01%
110,404
+14,344
3425
$8.33M ﹤0.01%
2,046,551
+554,578
135 136
137
138 139