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
3851
$4.81M ﹤0.01%
146,769
+102,423
3852
$4.8M ﹤0.01%
655,394
+44,626
3853
$4.8M ﹤0.01%
177,198
+1,957
3854
$4.8M ﹤0.01%
692,371
+233,486
3855
$4.8M ﹤0.01%
896,458
+42,668
3856
$4.78M ﹤0.01%
2,701,449
+248,210
3857
$4.78M ﹤0.01%
112,362
+40,851
3858
$4.77M ﹤0.01%
98,210
+1,883
3859
$4.76M ﹤0.01%
347,945
+37,570
3860
$4.75M ﹤0.01%
48,813
-201
3861
$4.74M ﹤0.01%
226,792
+3,461
3862
$4.73M ﹤0.01%
+88,648
3863
$4.72M ﹤0.01%
1,990,722
+233,173
3864
$4.72M ﹤0.01%
203,001
-6,269
3865
$4.71M ﹤0.01%
183,808
+23,506
3866
$4.71M ﹤0.01%
1,580,898
+317,387
3867
$4.71M ﹤0.01%
169,822
-21,557
3868
$4.7M ﹤0.01%
1,568,165
-24,127
3869
$4.7M ﹤0.01%
213,709
-12,937
3870
$4.7M ﹤0.01%
299,822
+193,306
3871
$4.69M ﹤0.01%
68,960
+22,749
3872
$4.69M ﹤0.01%
320,189
-56,695
3873
$4.69M ﹤0.01%
242,585
+26,087
3874
$4.69M ﹤0.01%
312,366
+6,701
3875
$4.68M ﹤0.01%
121,484
+40,199
153 154
155
156 157