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
5026
$676K ﹤0.01%
22,773
-7,807
5027
$674K ﹤0.01%
370,164
+83,604
5028
$671K ﹤0.01%
330,638
+122,580
5029
$671K ﹤0.01%
48,144
+23,965
5030
$667K ﹤0.01%
+25,000
5031
$665K ﹤0.01%
20,579
+8,756
5032
$664K ﹤0.01%
17,236
-269
5033
$661K ﹤0.01%
400,852
+25,405
5034
$656K ﹤0.01%
15,401
+10,621
5035
$655K ﹤0.01%
42,080
-3,453
5036
$654K ﹤0.01%
22,538
-4,730
5037
$641K ﹤0.01%
25,273
-882
5038
$641K ﹤0.01%
90,891
+9,642
5039
$641K ﹤0.01%
112,203
-175,099
5040
$640K ﹤0.01%
10,196
-1,760
5041
$640K ﹤0.01%
65,274
+15,415
5042
$633K ﹤0.01%
196,222
+9,072
5043
$633K ﹤0.01%
91,272
-13,970
5044
$631K ﹤0.01%
39,954
+7,219
5045
$630K ﹤0.01%
21,729
-4,905
5046
$629K ﹤0.01%
69,010
-2,500
5047
$628K ﹤0.01%
115,230
-17,535
5048
$628K ﹤0.01%
135,022
-34,478
5049
$627K ﹤0.01%
37,735
-27,560
5050
$626K ﹤0.01%
52,809
-7,463
200 201
202
203 204