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
3426
$8.3M ﹤0.01%
361,424
+18,082
3427
$8.29M ﹤0.01%
409,128
-74,522
3428
$8.28M ﹤0.01%
981,644
-869,072
3429
$8.27M ﹤0.01%
504,656
-389,778
3430
$8.25M ﹤0.01%
133,629
+12,098
3431
$8.24M ﹤0.01%
213,962
-12,847
3432
$8.2M ﹤0.01%
1,778,376
+1,027,405
3433
$8.18M ﹤0.01%
2,191,793
-1,760,501
3434
$8.16M ﹤0.01%
788,444
+159,836
3435
$8.14M ﹤0.01%
895,030
-41,220
3436
$8.13M ﹤0.01%
835,504
-358,450
3437
$8.11M ﹤0.01%
1,422,642
+143,029
3438
$8.1M ﹤0.01%
1,242,278
+85,257
3439
$8.1M ﹤0.01%
211,589
+6,149
3440
$8.1M ﹤0.01%
243,182
-52,763
3441
$8.09M ﹤0.01%
671,350
+117,803
3442
$8.09M ﹤0.01%
723,136
-66,868
3443
$8.09M ﹤0.01%
125,941
-2,741
3444
$8.08M ﹤0.01%
963,196
-619,129
3445
$8.07M ﹤0.01%
582,782
-33,871
3446
$8.05M ﹤0.01%
857,820
-14,874
3447
$8.02M ﹤0.01%
156,572
+33,568
3448
$8.02M ﹤0.01%
428,634
+26,459
3449
$8.01M ﹤0.01%
217,034
-47,604
3450
$8M ﹤0.01%
749,049
-54,884
136 137
138
139 140