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
4601
$1.58M ﹤0.01%
30,049
-9,841
4602
$1.58M ﹤0.01%
440,317
-227,670
4603
$1.58M ﹤0.01%
223,589
+228
4604
$1.57M ﹤0.01%
78,666
-16,470
4605
$1.57M ﹤0.01%
210,130
-908
4606
$1.57M ﹤0.01%
268,549
-33,515
4607
$1.57M ﹤0.01%
12,596
+5,411
4608
$1.56M ﹤0.01%
32,568
+1,634
4609
$1.56M ﹤0.01%
10,662
-5,804
4610
$1.55M ﹤0.01%
242,299
+229,062
4611
$1.54M ﹤0.01%
15,317
-1,901
4612
$1.54M ﹤0.01%
156,738
+91,363
4613
$1.54M ﹤0.01%
132,640
-27,360
4614
$1.54M ﹤0.01%
446,973
-617,528
4615
$1.54M ﹤0.01%
435,246
-8,104
4616
$1.53M ﹤0.01%
374,130
-2
4617
$1.53M ﹤0.01%
57,016
+415
4618
$1.53M ﹤0.01%
12,747
+653
4619
$1.53M ﹤0.01%
65,367
+47,094
4620
$1.53M ﹤0.01%
919,860
-331,690
4621
$1.52M ﹤0.01%
279,803
+152,853
4622
$1.52M ﹤0.01%
112,009
+59,033
4623
$1.52M ﹤0.01%
167,821
+20,446
4624
$1.52M ﹤0.01%
72,807
-879,716
4625
$1.52M ﹤0.01%
147,754
+6,775
183 184
185
186 187