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
5226
$421K ﹤0.01%
55,031
+16,249
5227
$420K ﹤0.01%
278,471
+93,346
5228
$420K ﹤0.01%
35,307
+1,968
5229
$418K ﹤0.01%
55,719
+9,780
5230
$417K ﹤0.01%
37,005
+36,962
5231
$415K ﹤0.01%
274,561
-30,018
5232
$415K ﹤0.01%
14,402
-12,875
5233
$414K ﹤0.01%
81,145
-683
5234
$414K ﹤0.01%
16,570
+1,486
5235
$414K ﹤0.01%
6,316
+62
5236
$412K ﹤0.01%
6,338
-965
5237
$410K ﹤0.01%
133,176
+797
5238
$410K ﹤0.01%
6,047
-2,559
5239
$409K ﹤0.01%
+20,992
5240
$407K ﹤0.01%
26,732
+171
5241
$407K ﹤0.01%
61,325
-14,217
5242
$403K ﹤0.01%
10,075
-2,357
5243
$401K ﹤0.01%
12,715
-12,340
5244
$400K ﹤0.01%
130,717
+57,390
5245
$398K ﹤0.01%
13,131
-2,351
5246
$398K ﹤0.01%
30,987
+9,372
5247
$397K ﹤0.01%
9,504
+202
5248
$397K ﹤0.01%
236,350
-41,655
5249
$397K ﹤0.01%
13,892
+1,228
5250
$395K ﹤0.01%
51,951
-9,346
208 209
210
211 212