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
3701
$5.99M ﹤0.01%
159,763
-148,638
3702
$5.98M ﹤0.01%
646,072
-154,878
3703
$5.96M ﹤0.01%
400,559
-30,388
3704
$5.95M ﹤0.01%
245,117
-228,770
3705
$5.94M ﹤0.01%
410,065
+421
3706
$5.94M ﹤0.01%
878,692
-210,582
3707
$5.94M ﹤0.01%
66,639
+1,290
3708
$5.93M ﹤0.01%
284,631
-455,078
3709
$5.92M ﹤0.01%
145,704
3710
$5.91M ﹤0.01%
252,776
-63,336
3711
$5.91M ﹤0.01%
488,588
+6,242
3712
$5.9M ﹤0.01%
367,327
+278,439
3713
$5.89M ﹤0.01%
962,724
-1,153,957
3714
$5.87M ﹤0.01%
2,339,902
+2,144,992
3715
$5.86M ﹤0.01%
2,193,832
+376,717
3716
$5.84M ﹤0.01%
267,345
+8,871
3717
$5.84M ﹤0.01%
516,120
-275,214
3718
$5.83M ﹤0.01%
123,722
+2,228
3719
$5.82M ﹤0.01%
419,251
+30,907
3720
$5.78M ﹤0.01%
289,573
+70,214
3721
$5.78M ﹤0.01%
303,993
+61,223
3722
$5.76M ﹤0.01%
242,905
-639
3723
$5.74M ﹤0.01%
2,073,393
-2,218,059
3724
$5.74M ﹤0.01%
215,342
+24,548
3725
$5.73M ﹤0.01%
1,435,223
+6,275
147 148
149
150 151