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
3751
$5.49M ﹤0.01%
1,041,306
+215,249
3752
$5.48M ﹤0.01%
66,695
-8,431
3753
$5.48M ﹤0.01%
200,762
-73,854
3754
$5.47M ﹤0.01%
603,149
+181,302
3755
$5.46M ﹤0.01%
120,197
-37,243
3756
$5.44M ﹤0.01%
75,167
-745
3757
$5.43M ﹤0.01%
200,338
+73,208
3758
$5.43M ﹤0.01%
249,380
-401,331
3759
$5.42M ﹤0.01%
307,221
+72,555
3760
$5.41M ﹤0.01%
298,302
-110,704
3761
$5.41M ﹤0.01%
281,691
-55,574
3762
$5.4M ﹤0.01%
276,925
-11,180
3763
$5.4M ﹤0.01%
307,318
-15,676
3764
$5.39M ﹤0.01%
93,736
-7,716
3765
$5.39M ﹤0.01%
196,867
+24,275
3766
$5.38M ﹤0.01%
688,288
-7,305
3767
$5.37M ﹤0.01%
427,200
+45,404
3768
$5.36M ﹤0.01%
157,959
-116,644
3769
$5.35M ﹤0.01%
2,221,954
-220,224
3770
$5.33M ﹤0.01%
2,176,708
+1,259,565
3771
$5.32M ﹤0.01%
87,677
+17,690
3772
$5.32M ﹤0.01%
322,962
-944,152
3773
$5.3M ﹤0.01%
242,181
-42,939
3774
$5.3M ﹤0.01%
110,966
-25,545
3775
$5.29M ﹤0.01%
1,275,586
-469,582
149 150
151
152 153