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
3876
$4.68M ﹤0.01%
111,180
+11,562
3877
$4.67M ﹤0.01%
184,017
+11,733
3878
$4.67M ﹤0.01%
+247,996
3879
$4.67M ﹤0.01%
636,013
-31,879
3880
$4.66M ﹤0.01%
199,328
-893
3881
$4.65M ﹤0.01%
455,665
-9
3882
$4.65M ﹤0.01%
112,921
-3,117
3883
$4.64M ﹤0.01%
798,058
+323,503
3884
$4.64M ﹤0.01%
125,881
-9,174
3885
$4.64M ﹤0.01%
232,023
-129,633
3886
$4.63M ﹤0.01%
104,687
-61,095
3887
$4.63M ﹤0.01%
20,587
+72
3888
$4.63M ﹤0.01%
432,617
-570,063
3889
$4.62M ﹤0.01%
442,930
+379,244
3890
$4.62M ﹤0.01%
385,985
+4,818
3891
$4.62M ﹤0.01%
449,559
-10,715
3892
$4.61M ﹤0.01%
459,048
+52,587
3893
$4.61M ﹤0.01%
215,739
+16,989
3894
$4.6M ﹤0.01%
88,676
+3,568
3895
$4.59M ﹤0.01%
1,039,080
-241,757
3896
$4.58M ﹤0.01%
487,785
+156,364
3897
$4.57M ﹤0.01%
347,897
+18,473
3898
$4.57M ﹤0.01%
423,104
+2,816
3899
$4.57M ﹤0.01%
90,904
-26,803
3900
$4.56M ﹤0.01%
85,105
+754
154 155
156
157 158