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
4826
$1.03M ﹤0.01%
64,531
+29,294
4827
$1.03M ﹤0.01%
160,885
-71,334
4828
$1.03M ﹤0.01%
311,404
-38,142
4829
$1.02M ﹤0.01%
702,520
-337,564
4830
$1.02M ﹤0.01%
58,525
-6,024
4831
$1.01M ﹤0.01%
618,487
+203,990
4832
$1.01M ﹤0.01%
18,096
-6,496
4833
$1.01M ﹤0.01%
232,928
-10,532
4834
$1.01M ﹤0.01%
52,416
-131
4835
$1.01M ﹤0.01%
88,648
-26,351
4836
$1.01M ﹤0.01%
216,328
+157,430
4837
$1.01M ﹤0.01%
33,571
+4,316
4838
$1.01M ﹤0.01%
110,660
-114,895
4839
$998K ﹤0.01%
536,656
+4,460
4840
$996K ﹤0.01%
796,677
-504,951
4841
$991K ﹤0.01%
176,381
+391
4842
$991K ﹤0.01%
61,237
-15,180
4843
$989K ﹤0.01%
8,990
-3,126
4844
$989K ﹤0.01%
98,864
+24,859
4845
$988K ﹤0.01%
354,257
+6,510
4846
$988K ﹤0.01%
232,466
-10,452
4847
$987K ﹤0.01%
218,894
+53,913
4848
$987K ﹤0.01%
22,304
+2,993
4849
$982K ﹤0.01%
47,780
+19,359
4850
$981K ﹤0.01%
133,714
+87,621
192 193
194
195 196