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
4926
$857K ﹤0.01%
104,267
-8,053
4927
$857K ﹤0.01%
16,096
+2,767
4928
$854K ﹤0.01%
98,077
-38,264
4929
$852K ﹤0.01%
671,106
+71,541
4930
$852K ﹤0.01%
177,865
-40,553
4931
$850K ﹤0.01%
138,589
+18,826
4932
$848K ﹤0.01%
219,793
+117,799
4933
$848K ﹤0.01%
72,508
+2,229
4934
$848K ﹤0.01%
19,546
-2,901
4935
$843K ﹤0.01%
+17,340
4936
$843K ﹤0.01%
287,810
-261,556
4937
$841K ﹤0.01%
58,172
-4,861
4938
$840K ﹤0.01%
1,212,306
-3,704,562
4939
$839K ﹤0.01%
23,140
-709
4940
$838K ﹤0.01%
96,913
-2,302
4941
$838K ﹤0.01%
31,754
-641
4942
$838K ﹤0.01%
103,706
+34,832
4943
$837K ﹤0.01%
75,306
+10,723
4944
$833K ﹤0.01%
90,676
-37,704
4945
$830K ﹤0.01%
19,892
+12,109
4946
$828K ﹤0.01%
534,073
+136,470
4947
$827K ﹤0.01%
35,757
+8,054
4948
$817K ﹤0.01%
32,960
-11,541
4949
$816K ﹤0.01%
152,760
+6,377
4950
$812K ﹤0.01%
10,818
-1,899
196 197
198
199 200