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
5276
$375K ﹤0.01%
70,651
+38,633
5277
$374K ﹤0.01%
65,098
-9,872
5278
$372K ﹤0.01%
+133,375
5279
$372K ﹤0.01%
21,306
+1,861
5280
$371K ﹤0.01%
9,966
+5,949
5281
$371K ﹤0.01%
32,440
-10,909
5282
$368K ﹤0.01%
73,677
-24,455
5283
$368K ﹤0.01%
62,685
+15,970
5284
$366K ﹤0.01%
9,785
-702
5285
$364K ﹤0.01%
24,338
+6,950
5286
$363K ﹤0.01%
119,830
-45,018
5287
$362K ﹤0.01%
3,900
+60
5288
$360K ﹤0.01%
14,154
-1,258
5289
$357K ﹤0.01%
177,755
+1,580
5290
$357K ﹤0.01%
11,177
+10,747
5291
$357K ﹤0.01%
5,287
-1,071
5292
$357K ﹤0.01%
197,211
-218,370
5293
$355K ﹤0.01%
212,467
5294
$355K ﹤0.01%
68,186
-10,638
5295
$353K ﹤0.01%
14,673
-10,367
5296
$352K ﹤0.01%
12,458
-1,850
5297
$352K ﹤0.01%
78,898
-45,348
5298
$352K ﹤0.01%
22,317
-10,947
5299
$350K ﹤0.01%
32,307
-57,472
5300
$350K ﹤0.01%
13,013
+3,810
210 211
212
213 214