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
2376
$26.2M ﹤0.01%
1,029,453
-201,705
2377
$26.2M ﹤0.01%
789,033
+34,811
2378
$26.2M ﹤0.01%
1,746,077
+1,433,261
2379
$26.2M ﹤0.01%
1,604,140
+395,720
2380
$26.1M ﹤0.01%
2,083,488
-9,124
2381
$26.1M ﹤0.01%
426,514
-29,510
2382
$26M ﹤0.01%
1,063,547
+210,671
2383
$26M ﹤0.01%
6,523,741
-1,699,060
2384
$26M ﹤0.01%
7,726,506
+351,107
2385
$25.9M ﹤0.01%
321,981
-621,902
2386
$25.9M ﹤0.01%
2,910,322
+2,491,019
2387
$25.9M ﹤0.01%
1,029,377
+55,341
2388
$25.8M ﹤0.01%
1,091,125
+308,379
2389
$25.7M ﹤0.01%
596,675
-583,651
2390
$25.7M ﹤0.01%
1,115,383
+95,020
2391
$25.7M ﹤0.01%
1,085,850
-19,483
2392
$25.7M ﹤0.01%
400,000
2393
$25.7M ﹤0.01%
2,378,238
+248,123
2394
$25.6M ﹤0.01%
1,014,333
+25,166
2395
$25.6M ﹤0.01%
533,403
-67,695
2396
$25.6M ﹤0.01%
1,615,089
-953,832
2397
$25.4M ﹤0.01%
2,275,886
+193,342
2398
$25.4M ﹤0.01%
72,079
-9,161
2399
$25.4M ﹤0.01%
558,329
+11,298
2400
$25.4M ﹤0.01%
1,314,938
+285,074
94 95
96
97 98