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
4151
$3.24M ﹤0.01%
599,484
-333,400
4152
$3.23M ﹤0.01%
393,560
+25,293
4153
$3.23M ﹤0.01%
84,799
-45,411
4154
$3.21M ﹤0.01%
425,069
-322,792
4155
$3.21M ﹤0.01%
105,422
-14,042
4156
$3.21M ﹤0.01%
32,406
+3,300
4157
$3.2M ﹤0.01%
143,041
+26,908
4158
$3.2M ﹤0.01%
325,180
+155,230
4159
$3.2M ﹤0.01%
965,468
-367,995
4160
$3.19M ﹤0.01%
1,346,503
-4,888,255
4161
$3.19M ﹤0.01%
105,170
+95,859
4162
$3.19M ﹤0.01%
301,180
-7,765
4163
$3.18M ﹤0.01%
116,784
-3,170
4164
$3.17M ﹤0.01%
80,233
-28,811
4165
$3.17M ﹤0.01%
195,057
-45,447
4166
$3.17M ﹤0.01%
65,828
-1,913
4167
$3.16M ﹤0.01%
193,589
-8,811
4168
$3.16M ﹤0.01%
51,938
+4,148
4169
$3.16M ﹤0.01%
584,986
+8,106
4170
$3.15M ﹤0.01%
48,757
+9,985
4171
$3.15M ﹤0.01%
2,252,233
+1
4172
$3.15M ﹤0.01%
27,789
-22,086
4173
$3.15M ﹤0.01%
72,902
-502
4174
$3.15M ﹤0.01%
219,663
-9,477
4175
$3.14M ﹤0.01%
132,347
-6,424
165 166
167
168 169