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
4326
$2.51M ﹤0.01%
171,560
+12,547
4327
$2.51M ﹤0.01%
75,044
+1,340
4328
$2.5M ﹤0.01%
167,045
+20,268
4329
$2.5M ﹤0.01%
119,123
+25,814
4330
$2.49M ﹤0.01%
424,187
-144,064
4331
$2.49M ﹤0.01%
+54,167
4332
$2.47M ﹤0.01%
290,279
+166,585
4333
$2.47M ﹤0.01%
316,236
-49,363
4334
$2.47M ﹤0.01%
256,105
+30,747
4335
$2.46M ﹤0.01%
186,486
-29,346
4336
$2.46M ﹤0.01%
307,202
-3,647
4337
$2.46M ﹤0.01%
207,551
+73,302
4338
$2.45M ﹤0.01%
203,140
+15,043
4339
$2.45M ﹤0.01%
108,158
+47,251
4340
$2.45M ﹤0.01%
13,588
-61
4341
$2.44M ﹤0.01%
340,284
-103,093
4342
$2.43M ﹤0.01%
120,379
+99,753
4343
$2.42M ﹤0.01%
92,738
+37,647
4344
$2.42M ﹤0.01%
231,999
+8,850
4345
$2.42M ﹤0.01%
107,121
-43,259
4346
$2.42M ﹤0.01%
38,605
+14,430
4347
$2.42M ﹤0.01%
175,900
-16,676
4348
$2.41M ﹤0.01%
160,007
+159,378
4349
$2.41M ﹤0.01%
460,566
-13,019
4350
$2.41M ﹤0.01%
290,246
-36,905
172 173
174
175 176