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
4701
$1.31M ﹤0.01%
180,721
-40,151
4702
$1.3M ﹤0.01%
389,437
-88,655
4703
$1.3M ﹤0.01%
193,022
-155,085
4704
$1.29M ﹤0.01%
223,839
-187,066
4705
$1.29M ﹤0.01%
464,821
-6,203
4706
$1.29M ﹤0.01%
26,159
-6,051
4707
$1.29M ﹤0.01%
3,259
-526
4708
$1.29M ﹤0.01%
34,768
-7,366
4709
$1.28M ﹤0.01%
62,603
-7,662
4710
$1.28M ﹤0.01%
51,104
-3,667
4711
$1.28M ﹤0.01%
50,585
-22,941
4712
$1.28M ﹤0.01%
341,135
-20,708
4713
$1.28M ﹤0.01%
134,963
-267,803
4714
$1.27M ﹤0.01%
736,126
-79,083
4715
$1.27M ﹤0.01%
120,691
+37,722
4716
$1.27M ﹤0.01%
39,553
+23,684
4717
$1.27M ﹤0.01%
85,350
4718
$1.27M ﹤0.01%
753,935
-7,067
4719
$1.26M ﹤0.01%
372,712
+2,745
4720
$1.26M ﹤0.01%
339,362
+1,377
4721
$1.26M ﹤0.01%
37,577
+14,271
4722
$1.25M ﹤0.01%
455,989
4723
$1.24M ﹤0.01%
42,461
+2,195
4724
$1.24M ﹤0.01%
44,926
-1,133
4725
$1.24M ﹤0.01%
49,662
-1,005
187 188
189
190 191