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
2451
$24.1M ﹤0.01%
1,180,311
+39,199
2452
$24.1M ﹤0.01%
611,864
-35,354
2453
$24.1M ﹤0.01%
416,429
-22,453
2454
$24.1M ﹤0.01%
3,641,685
+333,621
2455
$24.1M ﹤0.01%
1,617,029
-265,072
2456
$24.1M ﹤0.01%
252,742
-40,572
2457
$24M ﹤0.01%
2,666,145
-1,460,174
2458
$24M ﹤0.01%
4,619,578
+376,448
2459
$24M ﹤0.01%
326,233
-32,422
2460
$24M ﹤0.01%
1,960,013
-155,040
2461
$24M ﹤0.01%
624,126
+56,375
2462
$23.9M ﹤0.01%
196,662
+31,261
2463
$23.8M ﹤0.01%
1,044,920
+13,404
2464
$23.8M ﹤0.01%
1,536,162
-5,160
2465
$23.8M ﹤0.01%
732,660
-114,512
2466
$23.8M ﹤0.01%
877,661
-300,753
2467
$23.7M ﹤0.01%
477,877
+31,914
2468
$23.7M ﹤0.01%
4,278,134
+1,758,714
2469
$23.7M ﹤0.01%
945,417
+171,329
2470
$23.6M ﹤0.01%
275,018
-103,617
2471
$23.6M ﹤0.01%
171,801
-5,355
2472
$23.6M ﹤0.01%
290,822
-108,532
2473
$23.6M ﹤0.01%
1,161,427
+122,161
2474
$23.6M ﹤0.01%
424,693
-8,239
2475
$23.6M ﹤0.01%
374,893
+43,201
97 98
99
100 101