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
3826
$4.98M ﹤0.01%
301,524
-6,441
3827
$4.98M ﹤0.01%
511,407
-47,901
3828
$4.97M ﹤0.01%
508,994
+76,720
3829
$4.97M ﹤0.01%
115,319
-12,744
3830
$4.94M ﹤0.01%
1,008,414
+108,901
3831
$4.93M ﹤0.01%
368,572
-183,624
3832
$4.93M ﹤0.01%
65,117
-163,218
3833
$4.93M ﹤0.01%
752,041
-89,831
3834
$4.92M ﹤0.01%
763,109
+172,315
3835
$4.92M ﹤0.01%
1,078,397
-31,141
3836
$4.9M ﹤0.01%
552,689
-5,355
3837
$4.9M ﹤0.01%
73,227
+4,983
3838
$4.89M ﹤0.01%
75,234
-24,002
3839
$4.89M ﹤0.01%
1,031,019
+29,468
3840
$4.88M ﹤0.01%
184,031
-71,191
3841
$4.88M ﹤0.01%
401,223
-240,877
3842
$4.88M ﹤0.01%
551,117
-29,442
3843
$4.87M ﹤0.01%
74,650
+19,209
3844
$4.86M ﹤0.01%
153,266
+53,222
3845
$4.86M ﹤0.01%
424,960
-9,165
3846
$4.85M ﹤0.01%
251,545
+195,888
3847
$4.84M ﹤0.01%
273,833
+79,099
3848
$4.84M ﹤0.01%
304,071
-93,082
3849
$4.83M ﹤0.01%
384,687
+40,861
3850
$4.81M ﹤0.01%
63,981
-1,464
152 153
154
155 156