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
4651
$1.46M ﹤0.01%
630,777
-703,561
4652
$1.46M ﹤0.01%
56,189
+7,997
4653
$1.45M ﹤0.01%
243,440
+8,840
4654
$1.45M ﹤0.01%
95,775
-7,742
4655
$1.45M ﹤0.01%
643,484
+535,984
4656
$1.45M ﹤0.01%
555,986
+463,064
4657
$1.44M ﹤0.01%
107,175
-3,465
4658
$1.44M ﹤0.01%
827,831
-150,690
4659
$1.44M ﹤0.01%
72,133
-1,849
4660
$1.44M ﹤0.01%
95,233
-2,022
4661
$1.44M ﹤0.01%
83,837
+50,521
4662
$1.43M ﹤0.01%
86,959
-1,761
4663
$1.43M ﹤0.01%
43,581
-9,065
4664
$1.43M ﹤0.01%
63,098
+52,126
4665
$1.43M ﹤0.01%
28,802
+28,801
4666
$1.42M ﹤0.01%
60,054
-7,237
4667
$1.42M ﹤0.01%
22,488
-1,039
4668
$1.42M ﹤0.01%
181,177
-11,410
4669
$1.41M ﹤0.01%
241,672
+17,778
4670
$1.41M ﹤0.01%
515,138
-152,494
4671
$1.41M ﹤0.01%
62,116
+3,232
4672
$1.41M ﹤0.01%
313,498
-30,275
4673
$1.41M ﹤0.01%
141,529
-67,240
4674
$1.4M ﹤0.01%
141,938
+68,589
4675
$1.4M ﹤0.01%
66,015
-41,144
185 186
187
188 189