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
4351
$2.4M ﹤0.01%
338,551
+134,579
4352
$2.4M ﹤0.01%
278,128
+39,938
4353
$2.4M ﹤0.01%
117,686
+19,611
4354
$2.4M ﹤0.01%
121,272
-2,677
4355
$2.4M ﹤0.01%
92,357
+11,529
4356
$2.4M ﹤0.01%
35,854
-13,055
4357
$2.39M ﹤0.01%
253,851
+13,172
4358
$2.39M ﹤0.01%
38,425
+6,611
4359
$2.39M ﹤0.01%
34,652
4360
$2.39M ﹤0.01%
186,865
-8,818
4361
$2.38M ﹤0.01%
76,868
-72,507
4362
$2.38M ﹤0.01%
27,810
+302
4363
$2.36M ﹤0.01%
107,326
+15,809
4364
$2.36M ﹤0.01%
20,514
-1,802
4365
$2.35M ﹤0.01%
116,969
+59,346
4366
$2.35M ﹤0.01%
279,362
+6,182
4367
$2.35M ﹤0.01%
85,131
+29,397
4368
$2.35M ﹤0.01%
56,624
-5,675
4369
$2.35M ﹤0.01%
429,903
-175,125
4370
$2.35M ﹤0.01%
116,760
-33,773
4371
$2.34M ﹤0.01%
292,445
-520,177
4372
$2.34M ﹤0.01%
1,658,658
-674,174
4373
$2.34M ﹤0.01%
288,699
+36,598
4374
$2.34M ﹤0.01%
291,354
+91,754
4375
$2.33M ﹤0.01%
342,742
+119,897
173 174
175
176 177