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
4001
$3.98M ﹤0.01%
624,257
-189,541
4002
$3.97M ﹤0.01%
50,793
-1,010
4003
$3.97M ﹤0.01%
601,652
+170,377
4004
$3.97M ﹤0.01%
1,263,034
+722,147
4005
$3.96M ﹤0.01%
167,116
+7,933
4006
$3.96M ﹤0.01%
123,716
-107,802
4007
$3.95M ﹤0.01%
203,188
-77,866
4008
$3.95M ﹤0.01%
351,281
+60,473
4009
$3.95M ﹤0.01%
77,797
+58,995
4010
$3.94M ﹤0.01%
111,487
-7,036
4011
$3.94M ﹤0.01%
112,573
+34,072
4012
$3.93M ﹤0.01%
496,969
+214,809
4013
$3.93M ﹤0.01%
575,792
+363,837
4014
$3.93M ﹤0.01%
4,691,555
-264,201
4015
$3.93M ﹤0.01%
1,707,019
+12,259
4016
$3.92M ﹤0.01%
139,355
-215,533
4017
$3.92M ﹤0.01%
660,045
+45,248
4018
$3.92M ﹤0.01%
157,739
-568
4019
$3.92M ﹤0.01%
199,299
-240,865
4020
$3.91M ﹤0.01%
138,253
+105,600
4021
$3.91M ﹤0.01%
339,243
-28,298
4022
$3.91M ﹤0.01%
76,795
+16,311
4023
$3.91M ﹤0.01%
69,963
-52,203
4024
$3.9M ﹤0.01%
98,753
-2,263
4025
$3.89M ﹤0.01%
458,923
+39,810
159 160
161
162 163