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
5101
$563K ﹤0.01%
22,607
+1,969
5102
$562K ﹤0.01%
24,421
-962
5103
$561K ﹤0.01%
275,233
-86,345
5104
$560K ﹤0.01%
370,971
-40,590
5105
$556K ﹤0.01%
11,066
5106
$556K ﹤0.01%
67,938
+6,864
5107
$555K ﹤0.01%
223,870
-3,800
5108
$555K ﹤0.01%
293,432
+171,158
5109
$554K ﹤0.01%
108,604
-19,171
5110
$553K ﹤0.01%
131,882
+47,289
5111
$551K ﹤0.01%
177,723
-138,166
5112
$551K ﹤0.01%
39,330
+10,713
5113
$545K ﹤0.01%
32,340
+10,268
5114
$545K ﹤0.01%
165,639
-442,951
5115
$545K ﹤0.01%
389,151
-134,158
5116
$544K ﹤0.01%
36,696
-10,501
5117
$544K ﹤0.01%
176,063
-3,453
5118
$543K ﹤0.01%
456,153
-309,260
5119
$543K ﹤0.01%
28,445
+11,149
5120
$540K ﹤0.01%
679,997
-11,204
5121
$540K ﹤0.01%
509,563
-191,768
5122
$540K ﹤0.01%
19,469
+11,031
5123
$539K ﹤0.01%
25,000
5124
$538K ﹤0.01%
21,299
-18,991
5125
$537K ﹤0.01%
17,543
+564
203 204
205
206 207