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
4101
$3.5M ﹤0.01%
293,730
-45,633
4102
$3.5M ﹤0.01%
184,620
-58,295
4103
$3.5M ﹤0.01%
73,389
-902
4104
$3.5M ﹤0.01%
563,913
-20,110
4105
$3.49M ﹤0.01%
160,037
+29,566
4106
$3.49M ﹤0.01%
81,995
-196
4107
$3.49M ﹤0.01%
330,141
-10,909
4108
$3.48M ﹤0.01%
313,174
-8,901
4109
$3.48M ﹤0.01%
99,270
-14,670
4110
$3.47M ﹤0.01%
229,881
+151,922
4111
$3.46M ﹤0.01%
97,159
-35,843
4112
$3.45M ﹤0.01%
+108,401
4113
$3.45M ﹤0.01%
111,243
+58,616
4114
$3.44M ﹤0.01%
2,777,043
-373,584
4115
$3.44M ﹤0.01%
1,273,563
+1,245,491
4116
$3.44M ﹤0.01%
1,735,716
-473,548
4117
$3.43M ﹤0.01%
81,798
-39,433
4118
$3.42M ﹤0.01%
972,213
+222,031
4119
$3.41M ﹤0.01%
308,970
+64,088
4120
$3.4M ﹤0.01%
291,945
+10,631
4121
$3.39M ﹤0.01%
210,981
+10,267
4122
$3.39M ﹤0.01%
500,089
-30,827
4123
$3.38M ﹤0.01%
148,397
+40,241
4124
$3.38M ﹤0.01%
62,063
+38,692
4125
$3.38M ﹤0.01%
444,778
-108,623
163 164
165
166 167