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
3626
$6.56M ﹤0.01%
393,619
+8,553
3627
$6.54M ﹤0.01%
3,918,340
-17,843
3628
$6.53M ﹤0.01%
201,650
+138,052
3629
$6.52M ﹤0.01%
544,402
+26,559
3630
$6.48M ﹤0.01%
1,109,660
+182,397
3631
$6.47M ﹤0.01%
130,138
+3,169
3632
$6.47M ﹤0.01%
649,243
+27,120
3633
$6.46M ﹤0.01%
180,572
-6,327
3634
$6.45M ﹤0.01%
300,469
+44,552
3635
$6.44M ﹤0.01%
107,514
-2,558
3636
$6.44M ﹤0.01%
174,366
+600
3637
$6.44M ﹤0.01%
546,760
+11,457
3638
$6.44M ﹤0.01%
184,386
+15,014
3639
$6.43M ﹤0.01%
315,227
-18,009
3640
$6.42M ﹤0.01%
206,469
+32,722
3641
$6.4M ﹤0.01%
533,364
-152,075
3642
$6.4M ﹤0.01%
37,163
-10,803
3643
$6.4M ﹤0.01%
717,496
-211,390
3644
$6.4M ﹤0.01%
494,714
-320,920
3645
$6.39M ﹤0.01%
267,217
+234,345
3646
$6.37M ﹤0.01%
477,852
+11,030
3647
$6.36M ﹤0.01%
283,219
-18,114
3648
$6.33M ﹤0.01%
250,000
3649
$6.31M ﹤0.01%
210,548
+139,990
3650
$6.3M ﹤0.01%
929,026
-293,024
144 145
146
147 148