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
3976
$4.14M ﹤0.01%
150,924
-47,950
3977
$4.12M ﹤0.01%
36,963
-3,658
3978
$4.11M ﹤0.01%
239,137
-91,157
3979
$4.1M ﹤0.01%
101,611
+1,914
3980
$4.09M ﹤0.01%
664,980
+325,157
3981
$4.09M ﹤0.01%
19,753
-13,333
3982
$4.09M ﹤0.01%
108,075
+10,135
3983
$4.09M ﹤0.01%
361,167
-313,373
3984
$4.08M ﹤0.01%
39,297
+7,345
3985
$4.07M ﹤0.01%
162,805
+904
3986
$4.07M ﹤0.01%
148,487
+1,766
3987
$4.07M ﹤0.01%
391,551
-36,357
3988
$4.07M ﹤0.01%
1,722,525
+1,064,300
3989
$4.06M ﹤0.01%
673,358
+330,221
3990
$4.05M ﹤0.01%
119,032
+40,091
3991
$4.05M ﹤0.01%
271,368
-315,316
3992
$4.05M ﹤0.01%
119,413
+17,336
3993
$4.03M ﹤0.01%
263,594
-140,907
3994
$4.02M ﹤0.01%
347,867
+161,798
3995
$4.02M ﹤0.01%
225,490
-37,561
3996
$3.99M ﹤0.01%
173,780
+42,870
3997
$3.99M ﹤0.01%
338,584
-85,850
3998
$3.99M ﹤0.01%
1,274,217
-91,993
3999
$3.98M ﹤0.01%
2,262,315
+249,883
4000
$3.98M ﹤0.01%
64,884
-63,973
158 159
160
161 162