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
5051
$626K ﹤0.01%
82,840
-4,016
5052
$624K ﹤0.01%
8,279
-1,035
5053
$624K ﹤0.01%
267,804
-5,662
5054
$624K ﹤0.01%
102,085
+27,995
5055
$619K ﹤0.01%
8,494
-4,928
5056
$618K ﹤0.01%
+17,657
5057
$618K ﹤0.01%
205,901
-1,893
5058
$615K ﹤0.01%
96,927
-5,560
5059
$614K ﹤0.01%
533,940
+527,200
5060
$612K ﹤0.01%
182,101
+22,260
5061
$611K ﹤0.01%
10,656
5062
$609K ﹤0.01%
11,054
+1,259
5063
$608K ﹤0.01%
196,124
-27,590
5064
$602K ﹤0.01%
78,840
-93,368
5065
$602K ﹤0.01%
201,366
-21,429
5066
$602K ﹤0.01%
150,450
-1,321,150
5067
$599K ﹤0.01%
43,000
-300
5068
$598K ﹤0.01%
30,961
-24,227
5069
$598K ﹤0.01%
23,099
-3,332
5070
$597K ﹤0.01%
215,702
-531,239
5071
$597K ﹤0.01%
13,275
+1,029
5072
$596K ﹤0.01%
35,750
-2,026
5073
$595K ﹤0.01%
354,036
+109,827
5074
$595K ﹤0.01%
7,739
-5,004
5075
$594K ﹤0.01%
118,537
-12,342
201 202
203
204 205