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
5151
$502K ﹤0.01%
6,317
+17
5152
$502K ﹤0.01%
10,546
-5,016
5153
$500K ﹤0.01%
29,089
-2,620
5154
$498K ﹤0.01%
94,873
-2,677
5155
$498K ﹤0.01%
82,430
+37,816
5156
$497K ﹤0.01%
17,175
+8,400
5157
$496K ﹤0.01%
122,266
+71,913
5158
$496K ﹤0.01%
112,906
-1,195,499
5159
$495K ﹤0.01%
166,224
+111,847
5160
$495K ﹤0.01%
23,608
+1,691
5161
$493K ﹤0.01%
59,024
-9,086
5162
$491K ﹤0.01%
13,200
5163
$489K ﹤0.01%
60,615
+7,371
5164
$488K ﹤0.01%
43,003
-338
5165
$488K ﹤0.01%
67,950
+23,237
5166
$487K ﹤0.01%
22,902
-9,869
5167
$486K ﹤0.01%
13,811
+316
5168
$486K ﹤0.01%
90,199
-63,752
5169
$483K ﹤0.01%
49,521
+1,850
5170
$483K ﹤0.01%
37,003
+10,531
5171
$481K ﹤0.01%
16,387
-180
5172
$477K ﹤0.01%
27,740
-40
5173
$476K ﹤0.01%
23,395
-9,400
5174
$474K ﹤0.01%
24,692
-152,896
5175
$473K ﹤0.01%
13,158
+808
205 206
207
208 209