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
4401
$2.25M ﹤0.01%
129,507
+47,371
4402
$2.25M ﹤0.01%
320,881
-20,670
4403
$2.25M ﹤0.01%
65,250
+5,157
4404
$2.25M ﹤0.01%
115,517
-62,389
4405
$2.25M ﹤0.01%
174,524
-11,297
4406
$2.24M ﹤0.01%
411,447
+37,670
4407
$2.23M ﹤0.01%
131,572
-330
4408
$2.22M ﹤0.01%
269,437
+29,751
4409
$2.22M ﹤0.01%
97,750
+41,774
4410
$2.22M ﹤0.01%
356,947
-195,947
4411
$2.21M ﹤0.01%
295,509
-590,195
4412
$2.21M ﹤0.01%
567,120
+9,380
4413
$2.21M ﹤0.01%
277,792
+220,677
4414
$2.2M ﹤0.01%
201,518
-297,752
4415
$2.2M ﹤0.01%
37,859
-43,430
4416
$2.2M ﹤0.01%
+48,856
4417
$2.19M ﹤0.01%
98,603
-13,662
4418
$2.19M ﹤0.01%
43,599
-2,782
4419
$2.18M ﹤0.01%
82,876
+3,264
4420
$2.18M ﹤0.01%
41,424
+4,845
4421
$2.18M ﹤0.01%
163,550
+7,462
4422
$2.17M ﹤0.01%
1,248,617
+390,010
4423
$2.17M ﹤0.01%
83,437
+22,574
4424
$2.17M ﹤0.01%
45,149
-17,603
4425
$2.16M ﹤0.01%
940,706
+710,465
175 176
177
178 179