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
3801
$5.1M ﹤0.01%
627,509
-649,335
3802
$5.1M ﹤0.01%
193,980
-35,500
3803
$5.1M ﹤0.01%
334,161
-38,930
3804
$5.1M ﹤0.01%
478,998
+518
3805
$5.1M ﹤0.01%
197,042
-157,558
3806
$5.09M ﹤0.01%
239,973
-38,041
3807
$5.09M ﹤0.01%
460,802
-61,236
3808
$5.08M ﹤0.01%
127,668
-55,367
3809
$5.07M ﹤0.01%
720,122
+55,319
3810
$5.07M ﹤0.01%
195,135
+71,130
3811
$5.06M ﹤0.01%
106,806
+5,313
3812
$5.04M ﹤0.01%
874,010
-3,570
3813
$5.04M ﹤0.01%
+102,442
3814
$5.04M ﹤0.01%
679,720
-67,314
3815
$5.03M ﹤0.01%
2,156,962
-75,002
3816
$5.01M ﹤0.01%
434,690
-223,310
3817
$5.01M ﹤0.01%
128,805
-50,940
3818
$5M ﹤0.01%
1,266,817
-456,134
3819
$5M ﹤0.01%
565,113
+6,372
3820
$5M ﹤0.01%
1,116,311
-401,917
3821
$4.99M ﹤0.01%
567,895
+268,056
3822
$4.99M ﹤0.01%
894,364
+50,843
3823
$4.99M ﹤0.01%
314,003
-127,893
3824
$4.99M ﹤0.01%
83,130
+18,798
3825
$4.99M ﹤0.01%
+375,000
151 152
153
154 155