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
4451
$2.05M ﹤0.01%
163,416
+74,326
4452
$2.05M ﹤0.01%
52,097
-5,009
4453
$2.05M ﹤0.01%
78,334
+54,180
4454
$2.05M ﹤0.01%
559,919
-140,010
4455
$2.05M ﹤0.01%
+52,694
4456
$2.05M ﹤0.01%
77,109
-6,129
4457
$2.04M ﹤0.01%
167,226
+7,203
4458
$2.04M ﹤0.01%
234,078
-7,166
4459
$2.04M ﹤0.01%
59,800
+3,340
4460
$2.03M ﹤0.01%
1,093,496
-4,883
4461
$2.03M ﹤0.01%
206,768
+124,386
4462
$2.03M ﹤0.01%
552,037
+213,790
4463
$2.03M ﹤0.01%
165,092
+5,797
4464
$2.02M ﹤0.01%
150,073
+126,428
4465
$2.02M ﹤0.01%
41,437
-622
4466
$2.02M ﹤0.01%
158,640
-2,767
4467
$2.02M ﹤0.01%
59,524
+3,933
4468
$2.02M ﹤0.01%
163,327
-41,094
4469
$2.01M ﹤0.01%
145,185
+3,865
4470
$2.01M ﹤0.01%
472,237
+260,289
4471
$2.01M ﹤0.01%
149,975
-1,076,807
4472
$2M ﹤0.01%
496,564
+61,425
4473
$2M ﹤0.01%
39,864
+39,859
4474
$2M ﹤0.01%
49,968
-2,397
4475
$2M ﹤0.01%
318,634
-12,826
177 178
179
180 181