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
4201
$3.03M ﹤0.01%
132,205
+14,544
4202
$3.03M ﹤0.01%
128,941
-11,555
4203
$3.03M ﹤0.01%
266,273
-127,574
4204
$3.02M ﹤0.01%
104,809
+69,371
4205
$3.02M ﹤0.01%
82,325
-140,381
4206
$3.01M ﹤0.01%
729,930
-317,830
4207
$3.01M ﹤0.01%
48,339
+3,182
4208
$3.01M ﹤0.01%
43,059
+3,862
4209
$3.01M ﹤0.01%
523,441
+78,394
4210
$3.01M ﹤0.01%
1,770,136
+84,845
4211
$3.01M ﹤0.01%
922,646
-289,172
4212
$3.01M ﹤0.01%
432,126
-137,535
4213
$3M ﹤0.01%
423,922
+123,099
4214
$2.99M ﹤0.01%
261,536
-10,079
4215
$2.99M ﹤0.01%
525,126
+33,362
4216
$2.99M ﹤0.01%
49,386
-2,004
4217
$2.99M ﹤0.01%
94,709
+20,985
4218
$2.99M ﹤0.01%
126,811
+47,594
4219
$2.99M ﹤0.01%
231,068
-9,464
4220
$2.99M ﹤0.01%
883,624
+434,162
4221
$2.98M ﹤0.01%
132,961
+63,783
4222
$2.98M ﹤0.01%
+148,967
4223
$2.97M ﹤0.01%
128,637
+16,673
4224
$2.97M ﹤0.01%
1,000,000
+216,621
4225
$2.95M ﹤0.01%
1,930,492
+6,695
167 168
169
170 171