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
4801
$1.08M ﹤0.01%
170,143
-7,242
4802
$1.07M ﹤0.01%
63,655
-15,719
4803
$1.07M ﹤0.01%
31,829
+12,733
4804
$1.07M ﹤0.01%
73,082
+60,089
4805
$1.06M ﹤0.01%
51,902
-6,053
4806
$1.06M ﹤0.01%
589,425
+416,400
4807
$1.06M ﹤0.01%
363,281
-105,295
4808
$1.06M ﹤0.01%
98,779
+3,554
4809
$1.06M ﹤0.01%
26,904
+16,494
4810
$1.06M ﹤0.01%
23,536
+17,178
4811
$1.06M ﹤0.01%
323,725
-293,877
4812
$1.05M ﹤0.01%
1,112,740
+890,835
4813
$1.05M ﹤0.01%
259,671
+213,247
4814
$1.05M ﹤0.01%
21,633
+942
4815
$1.05M ﹤0.01%
174,841
+800
4816
$1.05M ﹤0.01%
293,951
-577,434
4817
$1.05M ﹤0.01%
136,315
+72,117
4818
$1.05M ﹤0.01%
307,905
-536,319
4819
$1.05M ﹤0.01%
21,938
-4,702
4820
$1.05M ﹤0.01%
29,160
-4,332
4821
$1.04M ﹤0.01%
26,629
-927
4822
$1.04M ﹤0.01%
164,351
+11,589
4823
$1.04M ﹤0.01%
67,648
+55,492
4824
$1.04M ﹤0.01%
17,280
-18,132
4825
$1.04M ﹤0.01%
257,325
+25,761
191 192
193
194 195