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
5001
$723K ﹤0.01%
+186,932
5002
$721K ﹤0.01%
44,312
-8,047
5003
$719K ﹤0.01%
83,464
-29,195
5004
$716K ﹤0.01%
90,629
+10,899
5005
$712K ﹤0.01%
28,696
+2,641
5006
$709K ﹤0.01%
127,792
-92,738
5007
$709K ﹤0.01%
58,291
-767,310
5008
$707K ﹤0.01%
44,581
-24,176
5009
$705K ﹤0.01%
42,970
+31,480
5010
$701K ﹤0.01%
26,026
+20,188
5011
$699K ﹤0.01%
49,051
-58,511
5012
$698K ﹤0.01%
26,961
+5,877
5013
$697K ﹤0.01%
28,528
-1,377
5014
$695K ﹤0.01%
93,953
+23,297
5015
$694K ﹤0.01%
80,377
-11,885
5016
$694K ﹤0.01%
5,898
+401
5017
$694K ﹤0.01%
29,326
+2,074
5018
$687K ﹤0.01%
44,754
-2,539
5019
$683K ﹤0.01%
162,611
+66,689
5020
$682K ﹤0.01%
21,142
-1,311
5021
$681K ﹤0.01%
55,908
+37,632
5022
$680K ﹤0.01%
9,784
-394
5023
$679K ﹤0.01%
11,973
+3,336
5024
$677K ﹤0.01%
55,933
-5,415
5025
$676K ﹤0.01%
371,403
+96,042
199 200
201
202 203