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
3601
$6.78M ﹤0.01%
63,025
-2,063
3602
$6.78M ﹤0.01%
209,329
-190,477
3603
$6.77M ﹤0.01%
599,861
+86,551
3604
$6.77M ﹤0.01%
387,728
+92,228
3605
$6.76M ﹤0.01%
563,072
-229,342
3606
$6.76M ﹤0.01%
1,593,168
-1,760,972
3607
$6.74M ﹤0.01%
154,493
-17,903
3608
$6.7M ﹤0.01%
406,362
+144,712
3609
$6.7M ﹤0.01%
542,803
+28,640
3610
$6.68M ﹤0.01%
777,253
-61,465
3611
$6.68M ﹤0.01%
291,440
+491
3612
$6.67M ﹤0.01%
257,698
+16,637
3613
$6.66M ﹤0.01%
123,111
+2,838
3614
$6.65M ﹤0.01%
238,722
-278
3615
$6.63M ﹤0.01%
755,448
+43,374
3616
$6.63M ﹤0.01%
468,739
+177,008
3617
$6.63M ﹤0.01%
262,827
+4,804
3618
$6.62M ﹤0.01%
632,649
-2,205
3619
$6.62M ﹤0.01%
190,417
+1,787
3620
$6.61M ﹤0.01%
811,524
+211,394
3621
$6.61M ﹤0.01%
178,114
+15,839
3622
$6.58M ﹤0.01%
374,756
+99,036
3623
$6.58M ﹤0.01%
1,035,605
+79,643
3624
$6.57M ﹤0.01%
873,033
+52,160
3625
$6.57M ﹤0.01%
1,085,648
-791,000
143 144
145
146 147