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
5301
$349K ﹤0.01%
118,061
+877
5302
$349K ﹤0.01%
47,127
-10,912
5303
$349K ﹤0.01%
13,967
+3,853
5304
$348K ﹤0.01%
244,892
+172,772
5305
$347K ﹤0.01%
5,216
+3,049
5306
$345K ﹤0.01%
196,946
-3,700
5307
$344K ﹤0.01%
14,064
5308
$344K ﹤0.01%
8,340
-1,608
5309
$343K ﹤0.01%
10,000
5310
$342K ﹤0.01%
7,690
+490
5311
$341K ﹤0.01%
99,352
-34,853
5312
$339K ﹤0.01%
859,759
+326,786
5313
$339K ﹤0.01%
22,814
-209
5314
$337K ﹤0.01%
8,760
+5,125
5315
$336K ﹤0.01%
17,394
-6,429
5316
$334K ﹤0.01%
56,570
+27,777
5317
$332K ﹤0.01%
6,623
+5,476
5318
$331K ﹤0.01%
27,426
-716
5319
$331K ﹤0.01%
8,313
+1,251
5320
$329K ﹤0.01%
99,651
-19,178
5321
$327K ﹤0.01%
57,532
-4,825
5322
$327K ﹤0.01%
15,996
-4,565
5323
$327K ﹤0.01%
194,364
-153,510
5324
$326K ﹤0.01%
14,802
+9,782
5325
$325K ﹤0.01%
65,077
+14,334
211 212
213
214 215