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
3926
$4.46M ﹤0.01%
98,934
-37,700
3927
$4.45M ﹤0.01%
364,540
-132,268
3928
$4.44M ﹤0.01%
164,619
-39,087
3929
$4.43M ﹤0.01%
111,787
-222,181
3930
$4.42M ﹤0.01%
165,171
+20,209
3931
$4.4M ﹤0.01%
656,302
-2,662
3932
$4.4M ﹤0.01%
91,256
+1,900
3933
$4.4M ﹤0.01%
152,787
+4,148
3934
$4.38M ﹤0.01%
286,557
-294,771
3935
$4.38M ﹤0.01%
995,116
+129,955
3936
$4.37M ﹤0.01%
97,935
+5,687
3937
$4.37M ﹤0.01%
1,284,351
+261,068
3938
$4.36M ﹤0.01%
1,961,760
-262,494
3939
$4.34M ﹤0.01%
269,009
+2,802
3940
$4.33M ﹤0.01%
334,593
-228,489
3941
$4.33M ﹤0.01%
267,295
+77,090
3942
$4.32M ﹤0.01%
216,819
+90,156
3943
$4.32M ﹤0.01%
3,688,452
-586,804
3944
$4.31M ﹤0.01%
352,314
+240,174
3945
$4.31M ﹤0.01%
165,174
-26,944
3946
$4.3M ﹤0.01%
447,662
+129,956
3947
$4.3M ﹤0.01%
170,077
-47,471
3948
$4.3M ﹤0.01%
626,494
+40,432
3949
$4.29M ﹤0.01%
348,183
-379,587
3950
$4.29M ﹤0.01%
91,649
+1,005
156 157
158
159 160