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
4976
$776K ﹤0.01%
96,142
-2,953
4977
$775K ﹤0.01%
56,600
+56,300
4978
$770K ﹤0.01%
100,165
+89,702
4979
$769K ﹤0.01%
77,838
+7,896
4980
$769K ﹤0.01%
63,837
-14,923
4981
$768K ﹤0.01%
41,384
+20,243
4982
$767K ﹤0.01%
178,069
+188
4983
$766K ﹤0.01%
111,511
+10,416
4984
$763K ﹤0.01%
263,207
-92,164
4985
$760K ﹤0.01%
126,724
+2,967
4986
$759K ﹤0.01%
24,060
-4,618
4987
$755K ﹤0.01%
76,533
+14,911
4988
$754K ﹤0.01%
326,218
-40,021
4989
$753K ﹤0.01%
67,508
-4,645
4990
$752K ﹤0.01%
321,560
-85,031
4991
$748K ﹤0.01%
207,736
-1,174,953
4992
$748K ﹤0.01%
20,508
-3,785
4993
$747K ﹤0.01%
76,804
-7,989
4994
$744K ﹤0.01%
117,879
+1,469
4995
$739K ﹤0.01%
98,926
+39,156
4996
$739K ﹤0.01%
50,973
-234,654
4997
$734K ﹤0.01%
592,333
+107,925
4998
$729K ﹤0.01%
120,921
+52,786
4999
$729K ﹤0.01%
35,639
-2,942
5000
$728K ﹤0.01%
27,233
-13,082
198 199
200
201 202