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
4726
$1.23M ﹤0.01%
869,637
-603,183
4727
$1.23M ﹤0.01%
14,935
-2,530
4728
$1.23M ﹤0.01%
384,913
+149,390
4729
$1.23M ﹤0.01%
102,499
-58,776
4730
$1.22M ﹤0.01%
76,791
+40,960
4731
$1.22M ﹤0.01%
367,540
-37,099
4732
$1.21M ﹤0.01%
150,986
+4,599
4733
$1.21M ﹤0.01%
62,755
-33,609
4734
$1.21M ﹤0.01%
109,838
-1,316
4735
$1.21M ﹤0.01%
33,318
+6,333
4736
$1.2M ﹤0.01%
195,558
+145,951
4737
$1.2M ﹤0.01%
9,843
+231
4738
$1.19M ﹤0.01%
43,618
+4,205
4739
$1.19M ﹤0.01%
73,615
+17,645
4740
$1.19M ﹤0.01%
59,868
-40,032
4741
$1.19M ﹤0.01%
405,164
-31,429
4742
$1.19M ﹤0.01%
129,019
+49,829
4743
$1.18M ﹤0.01%
43,475
+15,747
4744
$1.18M ﹤0.01%
382,147
+32,376
4745
$1.18M ﹤0.01%
139,036
+39,665
4746
$1.18M ﹤0.01%
462,144
+654
4747
$1.18M ﹤0.01%
48,733
+878
4748
$1.18M ﹤0.01%
271,463
+75,510
4749
$1.17M ﹤0.01%
270,816
-69,685
4750
$1.17M ﹤0.01%
70,767
-8,116
188 189
190
191 192