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
4176
$3.14M ﹤0.01%
212,067
+24,754
4177
$3.13M ﹤0.01%
36,744
+21,323
4178
$3.13M ﹤0.01%
22,215
+5,230
4179
$3.12M ﹤0.01%
99,439
-8,148
4180
$3.11M ﹤0.01%
464,554
+167,410
4181
$3.1M ﹤0.01%
66,319
+1,506
4182
$3.1M ﹤0.01%
184,827
-302,769
4183
$3.1M ﹤0.01%
64,827
-688
4184
$3.1M ﹤0.01%
628,079
-251,725
4185
$3.1M ﹤0.01%
371,222
+9,783
4186
$3.09M ﹤0.01%
845,228
+37,913
4187
$3.09M ﹤0.01%
328,317
+77,638
4188
$3.09M ﹤0.01%
1,078,673
+78,736
4189
$3.08M ﹤0.01%
39,652
-904
4190
$3.08M ﹤0.01%
265,430
-144,941
4191
$3.06M ﹤0.01%
188,386
+10,840
4192
$3.05M ﹤0.01%
376,221
+77,366
4193
$3.05M ﹤0.01%
318,783
-125,322
4194
$3.05M ﹤0.01%
262,953
-5,717
4195
$3.04M ﹤0.01%
623,730
-261,836
4196
$3.04M ﹤0.01%
120,027
+4,478
4197
$3.04M ﹤0.01%
64,871
-2,867
4198
$3.04M ﹤0.01%
771,104
+91,589
4199
$3.04M ﹤0.01%
69,027
-160,155
4200
$3.03M ﹤0.01%
1,038,686
-142,915
166 167
168
169 170