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
4476
$2M ﹤0.01%
45,334
+415
4477
$1.99M ﹤0.01%
105,495
-182,740
4478
$1.99M ﹤0.01%
116,762
-33,331
4479
$1.98M ﹤0.01%
397,691
-23,929
4480
$1.98M ﹤0.01%
98,833
-26,664
4481
$1.97M ﹤0.01%
49,478
+49,247
4482
$1.97M ﹤0.01%
64,956
+855
4483
$1.97M ﹤0.01%
196,317
+66,761
4484
$1.97M ﹤0.01%
250,902
+25,820
4485
$1.97M ﹤0.01%
169,642
-3,828
4486
$1.96M ﹤0.01%
31,982
+2,019
4487
$1.96M ﹤0.01%
196,096
-56,590
4488
$1.96M ﹤0.01%
294,153
-22,896
4489
$1.95M ﹤0.01%
79,340
+1
4490
$1.95M ﹤0.01%
33,982
+3,117
4491
$1.95M ﹤0.01%
320,691
+199,273
4492
$1.95M ﹤0.01%
687,299
+253,370
4493
$1.93M ﹤0.01%
133,729
+58,823
4494
$1.93M ﹤0.01%
154,177
+4,426
4495
$1.93M ﹤0.01%
514,780
+509,588
4496
$1.92M ﹤0.01%
183,399
-24,854
4497
$1.92M ﹤0.01%
89,871
+5,501
4498
$1.92M ﹤0.01%
193,979
-9,784
4499
$1.92M ﹤0.01%
120,380
-357
4500
$1.91M ﹤0.01%
623,712
+51,270
178 179
180
181 182