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
4276
$2.71M ﹤0.01%
101,432
+7,897
4277
$2.7M ﹤0.01%
382,054
+81,860
4278
$2.69M ﹤0.01%
1,556,850
-1,107,319
4279
$2.69M ﹤0.01%
318,849
+109,908
4280
$2.69M ﹤0.01%
767,861
+568,862
4281
$2.68M ﹤0.01%
183,883
-339,033
4282
$2.68M ﹤0.01%
101,648
-3,717
4283
$2.68M ﹤0.01%
109,373
+7,141
4284
$2.68M ﹤0.01%
87,359
-5,434
4285
$2.68M ﹤0.01%
192,182
+60,540
4286
$2.68M ﹤0.01%
1,134,696
+649,384
4287
$2.67M ﹤0.01%
352,873
+34,762
4288
$2.67M ﹤0.01%
142,341
+92,497
4289
$2.67M ﹤0.01%
371,755
+27,615
4290
$2.65M ﹤0.01%
30,347
-14,545
4291
$2.65M ﹤0.01%
492,091
-8,382
4292
$2.64M ﹤0.01%
154,725
-10,044
4293
$2.64M ﹤0.01%
93,640
-538
4294
$2.64M ﹤0.01%
117,829
-11,012
4295
$2.64M ﹤0.01%
103,372
-454
4296
$2.63M ﹤0.01%
79,617
-452
4297
$2.63M ﹤0.01%
103,475
-16,750
4298
$2.63M ﹤0.01%
337,117
-355,424
4299
$2.63M ﹤0.01%
74,613
+4,205
4300
$2.62M ﹤0.01%
337,414
+117,494
170 171
172
173 174