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
4751
$1.17M ﹤0.01%
103,705
-76,778
4752
$1.16M ﹤0.01%
244,182
+35,660
4753
$1.16M ﹤0.01%
53,026
+510
4754
$1.16M ﹤0.01%
40,291
+2,939
4755
$1.16M ﹤0.01%
141,936
-4,884
4756
$1.16M ﹤0.01%
339,193
+257,974
4757
$1.16M ﹤0.01%
126,261
-955
4758
$1.15M ﹤0.01%
141,084
-26,559
4759
$1.15M ﹤0.01%
286,588
+150,546
4760
$1.15M ﹤0.01%
58,700
-505
4761
$1.14M ﹤0.01%
66,175
+38,964
4762
$1.14M ﹤0.01%
15,296
+1,425
4763
$1.14M ﹤0.01%
79,621
-3,106,043
4764
$1.14M ﹤0.01%
57,203
-13,188
4765
$1.14M ﹤0.01%
205,778
+123,304
4766
$1.14M ﹤0.01%
65,245
+1,071
4767
$1.14M ﹤0.01%
513,224
+433,799
4768
$1.14M ﹤0.01%
157,981
+47,019
4769
$1.14M ﹤0.01%
133,806
+35,853
4770
$1.13M ﹤0.01%
206,449
-120,650
4771
$1.13M ﹤0.01%
28,742
-809
4772
$1.13M ﹤0.01%
127,481
-51,316
4773
$1.13M ﹤0.01%
126,646
+32,275
4774
$1.13M ﹤0.01%
80,157
-1,559
4775
$1.13M ﹤0.01%
397,836
+377,126
189 190
191
192 193