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
3501
$7.62M ﹤0.01%
184,319
+84,183
3502
$7.62M ﹤0.01%
1,573,982
-2,006,008
3503
$7.6M ﹤0.01%
660,825
+269,837
3504
$7.58M ﹤0.01%
593,973
+15,955
3505
$7.58M ﹤0.01%
151,831
+69,677
3506
$7.56M ﹤0.01%
740,542
-368,955
3507
$7.56M ﹤0.01%
384,403
+2,459
3508
$7.55M ﹤0.01%
1,864,494
-13,540
3509
$7.55M ﹤0.01%
353,568
+17,028
3510
$7.54M ﹤0.01%
191,868
-116,195
3511
$7.53M ﹤0.01%
1,271,462
+52,262
3512
$7.51M ﹤0.01%
232,046
+2,536
3513
$7.5M ﹤0.01%
390,876
-320,416
3514
$7.49M ﹤0.01%
778,728
+91,667
3515
$7.48M ﹤0.01%
445,827
-37,121
3516
$7.47M ﹤0.01%
330,094
-13,997
3517
$7.46M ﹤0.01%
342,711
-127,967
3518
$7.46M ﹤0.01%
295,179
+99,545
3519
$7.46M ﹤0.01%
672,407
-77,088
3520
$7.46M ﹤0.01%
55,198
+2,124
3521
$7.45M ﹤0.01%
563,553
-29,902
3522
$7.45M ﹤0.01%
94,542
-922
3523
$7.41M ﹤0.01%
245,257
+11,862
3524
$7.4M ﹤0.01%
595,727
-3,967
3525
$7.4M ﹤0.01%
192,411
+162,584
139 140
141
142 143