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
5126
$536K ﹤0.01%
110,341
-300,795
5127
$533K ﹤0.01%
317,550
-98,511
5128
$532K ﹤0.01%
51,128
-90,232
5129
$531K ﹤0.01%
9,867
+155
5130
$531K ﹤0.01%
8,676
+56
5131
$531K ﹤0.01%
33,723
+10,062
5132
$529K ﹤0.01%
24,598
+4,051
5133
$529K ﹤0.01%
100,085
-1,489
5134
$528K ﹤0.01%
53,596
+35,627
5135
$525K ﹤0.01%
526,629
+67,932
5136
$523K ﹤0.01%
13,465
+11,066
5137
$522K ﹤0.01%
16,341
-589
5138
$520K ﹤0.01%
41,775
-29,494
5139
$519K ﹤0.01%
111,227
-57,009
5140
$517K ﹤0.01%
100,551
-15,776
5141
$514K ﹤0.01%
227,217
+42,526
5142
$513K ﹤0.01%
64,908
-74,391
5143
$512K ﹤0.01%
62,258
+11,113
5144
$511K ﹤0.01%
28,656
-2,181
5145
$509K ﹤0.01%
10,347
-341
5146
$508K ﹤0.01%
25,802
-38,141
5147
$506K ﹤0.01%
30,391
+9,273
5148
$506K ﹤0.01%
84,897
-100,184
5149
$505K ﹤0.01%
10,853
+1
5150
$504K ﹤0.01%
31,940
-1,142
204 205
206
207 208