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
4901
$897K ﹤0.01%
16,615
-4,148
4902
$895K ﹤0.01%
119,283
+79,352
4903
$895K ﹤0.01%
148,844
-63,815
4904
$893K ﹤0.01%
17,759
+15,492
4905
$890K ﹤0.01%
107,321
-108,087
4906
$887K ﹤0.01%
88,877
-111,532
4907
$887K ﹤0.01%
165,450
+811
4908
$887K ﹤0.01%
129,259
-432,776
4909
$885K ﹤0.01%
59,800
-398,925
4910
$883K ﹤0.01%
32,693
-1,581
4911
$882K ﹤0.01%
18,549
+4,178
4912
$881K ﹤0.01%
63,050
-44,851
4913
$879K ﹤0.01%
63,190
-4,596
4914
$878K ﹤0.01%
482,420
4915
$876K ﹤0.01%
130,036
+82,112
4916
$872K ﹤0.01%
48,647
+16,083
4917
$871K ﹤0.01%
83,823
-183,279
4918
$870K ﹤0.01%
420,338
-66,180
4919
$869K ﹤0.01%
23,505
-2,583
4920
$869K ﹤0.01%
804,786
-20,543
4921
$869K ﹤0.01%
452,430
-2,143,405
4922
$867K ﹤0.01%
21,336
+1,198
4923
$864K ﹤0.01%
59,088
-25,301
4924
$863K ﹤0.01%
103,133
+8,339
4925
$860K ﹤0.01%
108,632
+68,816
195 196
197
198 199