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
4576
$1.63M ﹤0.01%
552,130
+161,991
4577
$1.63M ﹤0.01%
40,608
+23,033
4578
$1.63M ﹤0.01%
200,000
-158,407
4579
$1.63M ﹤0.01%
218,011
+9,236
4580
$1.62M ﹤0.01%
73,798
+7,186
4581
$1.62M ﹤0.01%
261,973
-123,072
4582
$1.62M ﹤0.01%
100,970
-3,759
4583
$1.61M ﹤0.01%
50,314
-1,277
4584
$1.61M ﹤0.01%
246,654
-51,886
4585
$1.61M ﹤0.01%
156,447
+91,676
4586
$1.6M ﹤0.01%
60,000
4587
$1.6M ﹤0.01%
68,300
+5,203
4588
$1.6M ﹤0.01%
52,555
+35,435
4589
$1.6M ﹤0.01%
32,715
+15,240
4590
$1.59M ﹤0.01%
282,239
+178,735
4591
$1.59M ﹤0.01%
48,563
-898
4592
$1.59M ﹤0.01%
1,007,304
-56,024
4593
$1.59M ﹤0.01%
67,839
+7,575
4594
$1.59M ﹤0.01%
240,726
+181,742
4595
$1.59M ﹤0.01%
392,123
-139,817
4596
$1.59M ﹤0.01%
52,805
-5,050
4597
$1.58M ﹤0.01%
112,768
-16,137
4598
$1.58M ﹤0.01%
538,468
+303,011
4599
$1.58M ﹤0.01%
58,348
+20,986
4600
$1.58M ﹤0.01%
163,457
+30,025
182 183
184
185 186