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
3526
$7.39M ﹤0.01%
3,328,854
+1,686,494
3527
$7.39M ﹤0.01%
288,937
-50,584
3528
$7.38M ﹤0.01%
435,822
-15,381
3529
$7.37M ﹤0.01%
641,502
+386,121
3530
$7.36M ﹤0.01%
110,515
-7,394
3531
$7.36M ﹤0.01%
1,139,662
+570,006
3532
$7.36M ﹤0.01%
213,079
+20,423
3533
$7.35M ﹤0.01%
336,760
-87,940
3534
$7.35M ﹤0.01%
194,266
-1,775
3535
$7.32M ﹤0.01%
80,060
-24,577
3536
$7.32M ﹤0.01%
1,079,745
+552,489
3537
$7.3M ﹤0.01%
130,492
-2,885
3538
$7.29M ﹤0.01%
1,393,402
-23,864
3539
$7.27M ﹤0.01%
519,086
-88,959
3540
$7.26M ﹤0.01%
803,019
+115,286
3541
$7.24M ﹤0.01%
673,847
+289,745
3542
$7.24M ﹤0.01%
369,133
+148,885
3543
$7.24M ﹤0.01%
707,693
+71,248
3544
$7.23M ﹤0.01%
278,748
+22,970
3545
$7.23M ﹤0.01%
787,038
+487,607
3546
$7.22M ﹤0.01%
264,338
+13,980
3547
$7.21M ﹤0.01%
179,156
+18,819
3548
$7.21M ﹤0.01%
168,619
+105,226
3549
$7.2M ﹤0.01%
203,099
-2,902
3550
$7.19M ﹤0.01%
173,480
+29,084
140 141
142
143 144