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
3951
$4.29M ﹤0.01%
724,536
+47,036
3952
$4.29M ﹤0.01%
918,234
-865,498
3953
$4.26M ﹤0.01%
232,158
-68,519
3954
$4.25M ﹤0.01%
23,766
-7,733
3955
$4.24M ﹤0.01%
1,321,656
+7,920
3956
$4.24M ﹤0.01%
594,192
-793,910
3957
$4.24M ﹤0.01%
293,513
+32,955
3958
$4.24M ﹤0.01%
162,706
-19,412
3959
$4.24M ﹤0.01%
445,109
+444
3960
$4.23M ﹤0.01%
154,156
+1,991
3961
$4.22M ﹤0.01%
316,941
+66,401
3962
$4.22M ﹤0.01%
381,287
+9,336
3963
$4.22M ﹤0.01%
495,791
-123,300
3964
$4.22M ﹤0.01%
139,452
+2,630
3965
$4.22M ﹤0.01%
3,079,756
+1,176,905
3966
$4.22M ﹤0.01%
327,942
+311,623
3967
$4.19M ﹤0.01%
298,782
-66,295
3968
$4.19M ﹤0.01%
195,877
+67,265
3969
$4.18M ﹤0.01%
837,014
-108,106
3970
$4.17M ﹤0.01%
320,570
-241,971
3971
$4.16M ﹤0.01%
189,394
-145,511
3972
$4.15M ﹤0.01%
237,856
-113,962
3973
$4.14M ﹤0.01%
329,973
-331,767
3974
$4.14M ﹤0.01%
417,188
+107,486
3975
$4.14M ﹤0.01%
146,951
+19,908
157 158
159
160 161